Jonathan Smith (CRD# 4708542) is an Investment Advisor Representative working at Hibernia Wealth Partners, LLC in Baton Rouge, LA and has over 19 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hibernia Wealth Management | Baton Rouge, LA | Jul 2022 - Current | 1 |
| Lpl Financial, LLC | Baton Rouge, LA | Jan 2016 - Current | 8 |
| Stratos Wealth Partners, Ltd | Baton Rouge, LA | Jan 2016 - Jul 2022 | 6 |
| Capital One Sharebuilder, Inc. | Gonzales, LA | Jan 2015 - Jan 2016 | 1 |
| Sharebuilder 401k | Seattle, WA | Jan 2015 - Jan 2016 | 1 |
| Capital One Investment Services Corporation | New Orleans, LA | May 2008 - Jan 2016 | 7 |
| Capital One Investments, LLC | New Orleans, LA | May 2005 - Jan 2016 | 10 |
| Capital One, N.a. | New Orleans, LA | May 2005 - Jan 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- CA
- LA
- TX
-
Total Assets Under Management289MILLIONS
-
Total Number of Accounts1,074ACCOUNTS
-
Average Account Value$269,120
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, GA, LA, MA, MD, MS, NE, NH, OR, TX
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