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Johnathan Wade Roberts

True Wealth Design, LLC

Akron, OH

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Current Employers
True Wealth Design, Llc

700 Ghent Road Suite 100, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-13
  • OH RA
    APPROVED
    Since 2025-05-13

Branch Locations

700 Ghent Road Suite 100, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2020 11/2021
Unemployed Copley OH 11/2019 06/2020
Audible Consulting Copley OH 09/2019 10/2019
Sikich Llp Akron OH 09/2017 06/2019
Bdo Usa Solon OH 12/2016 09/2017
Schulte & Company Cpa Fairlawn OH 07/2015 11/2016
Auxin Group Wealth Management, Llc Akron OH 12/2021 04/2025
True Wealth Design, Llc Akron OH 04/2025 Present
  • 07/2020 → 11/2021
    Edward Jones
    St Louis, MO
  • 11/2019 → 06/2020
    Unemployed
    Copley, OH
  • 09/2019 → 10/2019
    Audible Consulting
    Copley, OH
  • 09/2017 → 06/2019
    Sikich Llp
    Akron, OH
  • 12/2016 → 09/2017
    Bdo Usa
    Solon, OH
  • 07/2015 → 11/2016
    Schulte & Company Cpa
    Fairlawn, OH
  • 12/2021 → 04/2025
    Auxin Group Wealth Management, Llc
    Akron, OH
  • 04/2025 → Present
    True Wealth Design, Llc
    Akron, OH
Previous Registrations
  • 2022-01-03 → 2025-09-04
    Auxin Group Wealth Management, Llc
    Akron, OH
  • 2020-09-28 → 2021-11-04
    Edward Jones
    Copley, OH
    Fairlawn, OH
    Copley, OH
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-26
  • S66 Uniform Combined State Law Examination
    2020-09-26
Designations
Other Names
  • John Roberts
  • Johnathan Roberts

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
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