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||7|
|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 Management405MILLIONS
Total Number of Accounts313ACCOUNTS
Average Account Value$1,294,566
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.