Jonathan Brook Cressy
Investment adviser representative at 3edge Asset Management, LP
24 yearsExperience
2 statesRegistered in
$2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Vigilant Distributors, LLCOct 2024 to now
- 3edge Asset Management, LPJan 2018 to now
- Foreside Fund Services, LLCJan 2018 to Apr 2020
- Foreside Fund Services, LLCOct 2017 to Dec 2017
- 3edge Asset Management, LPSep 2017 to Dec 2017
- UnemployedMay 2017 to Aug 2017
- Pimco Investments LLCFeb 2011 to Apr 2017
- Pacific Investment Management Company LLCNov 2002 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
3edge Asset Management, LP
$2BAssets managed
1,528Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2274837
- Firm CRD
- 282059