Jonathan SmuckerCRD 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.
Financial Service Group Inc.
Fortress Planning Group
|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|
Total Assets Under Management341MILLIONS
Total Number of Accounts317ACCOUNTS
Average Account Value$1,077,219
- 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
CA, FL, IL, TX, WI
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