Jonathan David Altmeyer

Current Employers

Employment History

• 10/2014 → 10/2016
  David Christy Insurance Agency
  Spokane, WA
• 11/2016 → 05/2017
  Ameritas Investment Corp
  Lincoln, NE
• 11/2016 → 10/2017
  Jonathan Altmeyer Insurance Agency
  Spokane, WA
• 11/2016 → Present
  Altmeyer Financial Group
  Spokane, WA
• 05/2017 → 10/2018
  Royal Fund Management, Llc Dba Altmeyer Financial Investments
  The Villages, FL
• 10/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2017 → Present
  Altmeyer Financial Investments, Llc
  Spokane, WA
• 11/2016 → Present
  Altmeyer Financial Investments
  Spokane, WA
• 11/2021 → Present
  Morningside Marketing & Business Development
  Greenacres, WA
• 12/2023 → Present
  Rad Dad's Real Estate, Llc
  Spokane, WA

Previous Registrations

• 2017-05-01 → 2018-10-16
  Royal Fund Management, Llc
  Spokane, WA
  Lady Lake, FL

Other Businesses

1.) Altmeyer Financial Investments; Yes Investment Related; 111 S Post St, Ste 2240; Insurance Sales; Insurance Agent; Start Date 11/2016; APPROX 25 HRS/MONTH; APPROX 20 HRS/MONTH DURING TRADING; Insurance sales and services. 2.) Morningside Marketing & Business Development; Investment Related: No; 1903 S MORNINGSIDE HEIGHTS DR, Greenacres WA 99016; Marketing Company; Director; Start Date 11/2021; Approx hours per month: 4; Approx hours during trading: 0; Bills are paid through this entity per my accountant's recommendation. 3.) Rad Dad's Real Estate, LLC; Investment Related: No; 2411 N Cincinnati, Spokane WA 99207; This is a real estate rental property. The tenant rents the property from my business partner and I once a year at a time and pays us the agreed upon monthly rate; Business Partner; Start Date 12/2023; Approx hours per month: 2; Approx hours during trading: 0; I own 50% of a real estate property. I am not the property manager and I do not have any contact with the tenants. I just am a partial owner. 4.) Legacy Church Board Member; Investment Related: No; 23129 E Mission Ave, Liberty Lake, WA 99019; Board Member; Treasurer; Start Date 01/2024; Approx hours per month: 4; Approx hours during trading: 0; Church board member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-21
• S63 Uniform Securities Agent State Law Examination
  2016-04-30