Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cressy is an investment advisor representative with 3edge Asset Management, LP. Jonathan has been in the financial services industry for over 20 years. Jonathan is registered in North Carolina and Texas. Jonathan has held past positions at PIMCO Investments LLC, Foreside Fund Services, LLC, and Allianz Global Investors Distributors LLC. Jonathan is licensed to sell a wide range of financial products, including securities, variable contracts, and commodities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provide investment models to unaffiliated advisors
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.
A percentage of the total value of assets under management is charged.
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NC
12/09/2020 - Present
3edge Asset Management, LP (Southport NC)
CA
11/03/2017 - 05/12/2020
FORESIDE FUND SERVICES, LLC (Irvine CA)
CA
02/14/2011 - 04/11/2017
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
01/02/2003 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
MA
01/19/1993 - 09/09/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/19/1993 - 09/09/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 01/09/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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