Jonathan SmithCRD Number: 5527321
Current Firm: Pnc Investments
Jonathan Smith (CRD# 5527321) is an Investment Advisor Representative working at Pnc Investments in Grandville, MI and has over 5 years of experience in the finance industry.
First Financial Advisors Inc.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
|Pnc Investments||Kentwood, MI||Jul 2014 - Current||2|
|Pnc Bank||Franklin Park, NJ||Mar 2011 - Jul 2014||3|
|Pnc Investments||Pittsburgh, PA||Mar 2011 - Jul 2014||3|
|Minnesota Life Insurance Co||St. Paul, MN||Aug 2009 - Feb 2011||1|
|Securian Financial Services, Inc.||St. Paul, MN||Aug 2009 - Feb 2011||1|
|Langdon Ford Financial||Parsippany, NJ||Aug 2009 - Feb 2011||1|
|Opportunity Project Inc.||Millburn, NJ||Nov 2006 - Oct 2009||2|
|Axa Advisors||Morristown, NJ||Jun 2008 - Oct 2008||< 1|
|American Bbq||Denville, NJ||Jun 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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