Jonathan David Wylie
Investment adviser representative at Bcu Wealth Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$653.6MFirm assets
Are you Jonathan David Wylie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCMay 2018 to now
- Baxter Credit UnionMay 2018 to now
- Cuso Financial Services, LPMay 2018 to Jun 2023
- Woodbury Financial Services IncSep 2015 to May 2018
- Reis Financial ServicesApr 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, WI).
Bcu Wealth Advisors, LLC
$653.6MAssets managed
870Clients
15Advisers
11 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
- 6488027
- Firm CRD
- 164173