Johnathan Roberts has been an investment adviser representative at True Wealth Design since May 2025, and is not listed among the firm’s executive officers or direct owners.
True Wealth Design, LLC is an Akron, OH firm with $494M under management, 366 clients and 7 advisers across 9 offices, as of its October 2026 filing.
Johnathan Roberts’ longest registration was 3 years at Auxin Group Wealth Management, LLC (2022–2025). Before joining True Wealth Design in 2025, Johnathan Roberts was registered through Auxin Group Wealth Management, LLC and Edward Jones.
- True Wealth Design, LLCCurrent– present · 1 yearAkron, OH · Adviser representative · Firm CRD 143194
- Auxin Group Wealth Management, LLC– · 3 yearsAkron, OH · Adviser representative · Firm CRD 226599
- Edward Jones– · 1 yearFairlawn, OH · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Johnathan Roberts is registered as an investment adviser representative in Ohio, since May 2025.
- OhioSince 13 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 September 2020 |
| Series 7TO | General Securities Representative Examination | 4 September 2020 |
| SIE | Securities Industry Essentials Examination | 11 August 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Johnathan Wade Roberts
- CRD
- 7273611
- Firm
- True Wealth Design · CRD 143194
- Office
- 700 GHENT ROAD, SUITE 100, Akron, OH 44333
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Johnathan Roberts work?
Johnathan Roberts is an investment adviser representative registered through True Wealth Design, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Johnathan Roberts a financial advisor?
Yes. Johnathan Roberts has a current investment-adviser registration in Ohio, through True Wealth Design since May 2025.
How many years of experience does Johnathan Roberts have?
Johnathan Roberts has 5 years in the financial industry, since November 2020, across 3 adviser firms.
What exams has Johnathan Roberts passed?
Johnathan Roberts has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2020.
Where did Johnathan Roberts work before True Wealth Design?
Before True Wealth Design, Johnathan Roberts was registered through Edward Jones, September 2020 to November 2021.
Where is Johnathan Roberts based?
Johnathan Roberts’ registered office is in Akron, OH.
Is Johnathan Roberts registered with FINRA?
No. Johnathan Roberts has no current broker registration.
How can I verify Johnathan Roberts’ record?
Search CRD 7273611 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johnathan Roberts’ full registration record.
