Jonathan Emrick has been Member & Partner of True Wealth Design since April 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Jonathan Emrick’s longest registration is the current one, 8 years at True Wealth Design since 2018. Before joining True Wealth Design in 2018, Jonathan Emrick was registered through Strategic Advisers LLC and Ameriprise Financial Services, Inc.
- True Wealth Design, LLCCurrent– present · 8 yearsAkron, OH · Adviser representative · Firm CRD 143194
- Strategic Advisers LLC– · 7 yearsLakewood, OH · Adviser representative · Firm CRD 104555
- Ameriprise Financial Services, Inc.– · under a yearCincinnati, OH · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jonathan Emrick is registered as an investment adviser representative in Ohio, since July 2018.
- OhioSince 13 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 2010 |
| Series 7 | General Securities Representative Examination | 2 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Tyler Emrick
- CRD
- 5331629
- Firm
- True Wealth Design · CRD 143194
- Role
- Member & Partner
- Office
- 700 GHENT ROAD, SUITE 100, Akron, OH 44333
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Emrick work?
Jonathan Emrick has been Member & Partner of True Wealth Design, LLC since April 2023.
Is Jonathan Emrick a financial advisor?
Yes. Jonathan Emrick has a current investment-adviser registration in Ohio, through True Wealth Design since July 2018.
How many years of experience does Jonathan Emrick have?
Jonathan Emrick has 16 years in the financial industry, since December 2009, across 3 adviser firms.
What exams has Jonathan Emrick passed?
Jonathan Emrick has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2010. FINRA credited Jonathan Emrick with the SIE, which began in October 2018.
Where did Jonathan Emrick work before True Wealth Design?
Before True Wealth Design, Jonathan Emrick was registered through Strategic Advisers LLC, October 2010 to May 2018; Ameriprise Financial Services, Inc., July 2007 to March 2008.
Where is Jonathan Emrick based?
Jonathan Emrick’s registered office is in Akron, OH.
Is Jonathan Emrick registered with FINRA?
No. Jonathan Emrick has no current broker registration.
How can I verify Jonathan Emrick’s record?
Search CRD 5331629 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Emrick’s full registration record.
