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RIA / WealthAdvisor16 years in industry

JONATHAN A DOLD

Advisor at LAKESHORE WEALTH MANAGEMENT LLC

LAKE LOTAWANA, MO

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Search this name across graphsid dfx:ria:4c581f7f-419a-d5af-7edf-021b710e3479

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LAKESHORE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Feb 24, 2010
First registration: Jun 20, 2011
Dual registered: no
Other names: JON AUGUSTINE DOLD|JONATHAN A DOLD|JONATHAN AUGUSTINE DOLD
IAPD individual key: 5746274

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LAKESHORE WEALTH MANAGEMENT LLC	State registered	May 30, 2024	n/a	yes	LAKE LOTAWANA, MO	Current employment
WISE WEALTH, LLC	Former SEC adviser	Mar 31, 2017	Feb 4, 2025	no	LEE'S SUMMIT, MO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 3, 2012	Apr 4, 2017	no	LEAWOOD, KS\|OLATHE, KS	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jun 20, 2011	Jan 23, 2012	no	St. Louis, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WISE WEALTH, LLC	LAKESHORE WEALTH MANAGEMENT LLC	Feb 4, 2025	May 30, 2024	-250	Firm change after gap	RIA to state RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WISE WEALTH, LLC	Apr 4, 2017	Mar 31, 2017	-4	Firm change	Wirehouse to RIA
PRUCO SECURITIES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 23, 2012	Feb 3, 2012	11	Firm change	Other

Relationships

Registered with (4)

→ LAKESHORE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
May 30, 2024 to presentfactForm ADV
→ WISE WEALTH, LLCRegistered adviserregistration: previous registration
Mar 31, 2017 to Feb 4, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 3, 2012 to Apr 4, 2017factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 20, 2011 to Jan 23, 2012factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
Jonathan A Dold left Wise Wealth, Llc for Lakeshore Wealth Management Llc (registered 2024-05-30)
Form ADVobserved 5 days ago