Jonathan Dries is a registered investment advisor at Exi Investment Partners, based in Lake Forest, IL, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $27M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1955 Field Court, Suite 203, Lake Forest, IL, 60045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the Chairman of the Board of Managers for 37 Baking Holdings LLC, a holding company for a commercial bakery. He spends a few hours per week on this activity, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Exi Investment Partners
State Registrations1 state
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