Jonathan Seed has been President/Chief Compliance Officer of Seed Wealth Management since June 2014, is a control person of the firm and directly owns 75% or more of it.
Seed Wealth Management, Inc. is a firm with $189M under management, 34 clients and 1 adviser across 3 offices, as of its March 2026 filing.
- Seed Wealth Management, Inc.Current– present · 12 yearsEvanston, IL · Adviser representative · Firm CRD 171920
Investment adviser representative registrations
Jonathan Seed is registered as an investment adviser representative in 3 states. The first approvals date from September 2014; the most recent is Massachusetts, in December 2022.
- CaliforniaSince 31 May 2022
- IllinoisSince 3 September 2014
- MassachusettsSince 16 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 August 2014 |
| Series 3 | National Commodity Futures Examination | 1 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1994 |
| Series 7 | General Securities Representative Examination | 10 February 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 April 1989 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Halleck Seed
- CRD
- 1892011
- Firm
- Seed Wealth Management · CRD 171920
- Role
- President/Chief Compliance Officer
- Office
- Evanston, IL
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Seed work?
Jonathan Seed has been President/Chief Compliance Officer of Seed Wealth Management, Inc. since June 2014, and is a control person of the firm.
Is Jonathan Seed a financial advisor?
Yes. Jonathan Seed has a current investment-adviser registration in California, Illinois and Massachusetts, through Seed Wealth Management since September 2014.
How many years of experience does Jonathan Seed have?
Jonathan Seed has 12 years in the financial industry, since September 2014, across 1 adviser firm.
What exams has Jonathan Seed passed?
Jonathan Seed has passed 5 licensing exams: the Series 6, Series 7, Series 63, Series 3 and Series 66. The earliest, the Series 6, was passed in April 1989.
Where is Jonathan Seed based?
Jonathan Seed’s registered office is in Evanston, IL.
Is Jonathan Seed registered with FINRA?
No. Jonathan Seed has no current broker registration.
How can I verify Jonathan Seed’s record?
Search CRD 1892011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Seed’s full registration record.