Jonathan David Wride

Employer firm

Crafted Finance, LLC CRD 283318

$103M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Crafted Finance, Llc

Seattle, WA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
AL	RA	APPROVED	2021-01-04
TX	RA	APPROVED_RES	2019-03-06
WA	RA	APPROVED	2016-06-01

CA RA
APP_PEND_IARCE

Since 2026-01-01
AL RA
APPROVED

Since 2021-01-04
TX RA
APPROVED_RES

Since 2019-03-06
WA RA
APPROVED

Since 2016-06-01

Branch Locations

Seattle, WA • 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

Organization	City	State	From	To
Crafted Finance, Llc	Seattle	WA	02/2016	Present

02/2016 → Present

Crafted Finance, Llc

Seattle, WA

Previous Registrations

2009-03-27 → 2016-05-31

Kms Financial Services, Inc.

Edmonds, WA

Other Businesses

Joe Wride is the joint owner of rental property located at 4117 SW Holly St. Seattle WA, 98136. This activity is not investment related and this activity amounts to 1hour of his time outside of trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-26

S66 Uniform Combined State Law Examination

2009-03-26

Designations

Certified Financial Planner

Other Names

Jon Wride
Joe David Wride
Jonathan Wride

View on SEC IAPD