Want to create an interactive transcript for this episode?
Podcast: Registered Investment Advisor Podcast
Episode: Building a Lifestyle Business in Wealth Management
Description: Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth...