Jonathan Smith, financial advisor Grandville MI
90 score

Jonathan Smith

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jonathan J. Smith
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MI
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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