Jonathan A Dold

Employer firm

Lakeshore Wealth Management LLC CRD 331324

$77.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 04/2012 → 03/2017
  Banc Of America, N.A.
  Leawood, KS
• 03/2017 → Present
  Wise Wealth, Llc
  Lee'S Summit, MO
• 04/2024 → Present
  Lakeshore Wealth Management Llc
  Lake Lotawana, MO

Previous Registrations

• 2017-03-31 → 2025-02-04
  Wise Wealth, Llc
  Lee'S Summit, MO
• 2012-02-03 → 2017-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
  Olathe, KS
• 2011-06-20 → 2012-01-23
  Pruco Securities, Llc.
  St. Louis, MO

Other Businesses

LICENSED INSURANCE AGENT; INSURANCE SALES(LIFE,ACCIDENTAL&HEALTH); INVESTMENT RELATED:Y; SPENDS APPROX. 10 HRS/WK ON THIS ACTIVIY. FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-09
• S63 Uniform Securities Agent State Law Examination
  2010-02-24

Other Names

• Jon Augustine Dold
• Jonathan A Dold
• Jonathan Augustine Dold