JC
JC

Jonathan Cressy

26 Years of Experience
Southport, NC
Broker

Jonathan Cressy is a registered investment advisor, based in Southport, NC, with 26 years of industry experience.

Location

Southport, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan manages Red Triangle Properties, LLC, a real estate venture for passive income, dedicating minimal time. Jonathan is also registered with 3Edge Asset Management, LP and Vigilant Distributors, LLC.

Employment History
Current Registrations
Vigilant Distributors, LLCBroker
October 2024 - Present · 1 yr 7 mos
Vigilant Distributors, LLC
October 2024 - Present · 1 yr 7 mos
3edge Asset Management, LP
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Foreside Fund Services, LLCBroker
November 2017 - May 2020 · 2 yrs 6 mos
Pimco Investments LLCBroker
February 2011 - April 2017 · 6 yrs 2 mos
Allianz Global Investors Distributors LLCBroker
January 2003 - February 2011 · 8 yrs 1 mo
John Hancock Distributors, INC.Broker
January 1993 - September 1996 · 3 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1993 - September 1996 · 3 yrs 8 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jonathan Cressy - Financial Advisor | TrueAdvisor