Jonathan Seed (CRD# 1892011) is an Investment Advisor Representative working at Seed Wealth Management, Inc. in Evanston, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seed Wealth Management, Inc. | Evanston, IL | Aug 2014 - Current | 9 |
| Seed Wealth Management, Inc. | Evanston, IL | Jul 2014 - Current | 9 |
| Rbs Securities Inc. | Stamford, CT | Jul 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
- IL
- MA
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$4,742,017
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, IL, MA
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