Jonathan SmithCRD Number: 820376
Current Firm: Smith Partners Wealth Management, LLC
Jonathan Smith (CRD# 820376) is an Investment Advisor Representative working at Smith Partners Wealth Management, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Cetera Advisor Networks LLC
Grove Point Advisors, LLC
|Smith Partners Wealth Mgmt. (formerly Jonathan Smith & Companyllc)||Greensboro, NC||Oct 1988 - Current||33|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management152MILLIONS
Total Number of Accounts155ACCOUNTS
Average Account Value$980,632
- 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
FL, NC, TX
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