Jonathan Smith (CRD# 6899913) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'brien Wealth Partners LLC | Boston, MA | Jan 2020 - Current | 4 |
| Unemployed | Boston, MA | Sep 2018 - Dec 2019 | 1 |
| O'brien Wealth Partners LLC | Boston, MA | Jan 2019 - Jun 2019 | < 1 |
| Torrington Savings Bank | Torrington, CT | Jun 2015 - Aug 2018 | 3 |
| Goldman Sachs | Boston, MA | Jan 2018 - Jun 2018 | < 1 |
| Deloitte | Boston, MA | Jan 2017 - Apr 2017 | < 1 |
| Unemployed | Canton, CT | Jan 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MA
-
Total Assets Under Management962MILLIONS
-
Total Number of Accounts2,054ACCOUNTS
-
Average Account Value$468,445
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
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