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Jonathan Tyler Emrick

True Wealth Design, LLC

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About Jonathan Tyler Emrick

Jonathan Emrick is a financial advisor with True Wealth Design, LLC, in Akron, Ohio. Jonathan is a Certified Financial Planner® and a Chartered Financial Analyst. Jonathan has over 10 years of experience in the financial services industry. Jonathan specializes in financial planning, portfolio management for individuals, and pension consulting. Jonathan also offers educational seminars.

Firm Information

Jonathan Emrick is currently registered with True Wealth Design, LLC. True Wealth Design, LLC is an investment advisory firm based in Akron, OH. The firm provides financial planning, pension consulting, and educational seminars. They specialize in portfolio management for individuals and have approximately $561,078,167 in assets under management. Their client base consists of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. True Wealth Design, LLC has been registered with the SEC since 2021 and is a member of the National Association of Personal Financial Advisors (NAPFA).
True Wealth Design, LLC

700 GHENT ROAD

AKRON, OH 44333

$561.08M

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jonathan Emrick’s Registration & Firm History

OH

07/13/2018 - Present

True Wealth Design, LLC (AKRON OH)

KY

08/03/2010 - 05/08/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

06/26/2007 - 03/18/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 11/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Tyler Emrick.
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