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Jonathan A Dold

Wise Wealth, LLC

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About Jonathan A Dold

Jonathan Dold is a financial advisor with Wise Wealth, LLC and Lakeshore Wealth Management LLC. Jonathan has been in the financial services industry for over 10 years and holds the Series 6, 7, 63 and 65 securities licenses. Jonathan is a licensed insurance agent and specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Jonathan has experience working with individuals and high-net-worth clients.

Firm Information

Jonathan Dold is currently registered with Wise Wealth, LLC. Wise Wealth, LLC is a registered investment advisor located in LEE'S SUMMIT, MO. They manage approximately $326,194,407 in assets for 3,419 clients. They offer financial planning, portfolio management for individuals, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Wise Wealth, LLC

11 SE 2ND ST.

LEE'S SUMMIT, MO 64063

$326.19M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Dold’s Registration & Firm History

MO

03/31/2017 - Present

Wise Wealth, LLC (LEE'S SUMMIT MO)

KS

02/03/2012 - 04/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)

KS

02/11/2010 - 01/23/2012

PRUCO SECURITIES, LLC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 06/09/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/10/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan A Dold.
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