Jonathan Smucker, financial advisor Milwaukee WI
100 score

Jonathan Smucker

CRD Number: 6163725
Current Firm: Marietta Investment Partners, LLC
Compensation Model: Fee Only

Jonathan Smucker (CRD# 6163725) is a Portfolio Manager working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Marietta Investment Partners, LLC Milwaukee, WI Mar 2011 - Current 5
Ampco System Parking Milwaukee, WI Feb 2011 - Mar 2011 < 1
Unemployed Goshen, IN Sep 2010 - Feb 2011 < 1
Nashville Sounds Nashville, TN Jan 2010 - Sep 2010 < 1
Anheuser-busch Inbev Denver, CO Apr 2009 - Dec 2009 < 1
Kroenke Sports Enterprises Denver, CO Oct 2008 - Apr 2009 < 1
Camp Manito-wish Ymca Boulder Junction, WI May 2008 - Aug 2008 < 1
Macalester College St. Paul, MN Sep 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jonathan A. Smucker
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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