Jon Smith, financial advisor Dallas TX
83 score

Jon Smith

CRD Number: 3000165
Current Firm: Christensen Capital, LLC

Jon Smith (CRD# 3000165) is an Investment Advisor Representative working at Christensen Capital, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Dallas TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Similar Advisors
Bryn Henry, financial advisor Dallas TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Dallas TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Company Name Location Dates Years
Christensen Capital, LLC Slater, IA Mar 2016 - Current < 1
Wells Fargo Advisors LLC Dallas, TX May 2009 - Mar 2016 6
Wachovia Securities, LLC Plano, TX Feb 2009 - May 2009 < 1
Citigroup Global Markets Inc. Dallas, TX Dec 1997 - Feb 2009 11
Trinity Ind Inc. Dallas, TX Jun 1986 - Oct 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jon P. Smith
Phone Number: 515-708-5458
Registered State(s):
  • IA
  • TX
Current Firm Details
Christensen Capital, LLC
Firm's CRD Number: 117699
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.