Jonathan Smith & Company

Jonathan Smith & Company (CRD# 112231) is a financial advisory firm headquartered in Greensboro, NC. They manage $44,380,850 in 309 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $143,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, NC

Financial Advisors at Jonathan Smith & Company
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan W. Smith
CRD#: 820376
128 E. Fisher Avenue, Greensboro, NC 27401
90
Wealthminder
score

Jonathan Smith (CRD# 820376) is an Investment Advisor Representative working at Jonathan Smith & Company in Greensboro, NC and has over 4 years of experience in the finance industry.

2
Justin W. Smith
CRD#: 6035756
128 E. Fisher Avenue, Greensboro, NC 27401
90
Wealthminder
score

Justin Smith (CRD# 6035756) is an Investment Advisor Representative working at Jonathan Smith & Company in Greensboro, NC and has 1 year of experience in the finance industry. Justin Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen E. Boatman
CRD#: 6580619
128 E Fisher Ave, 128 E Fisher Ave, Greensboro, NC 27401
87
Wealthminder
score

Stephen Boatman (CRD# 6580619) is an Investment Advisor Representative working at Jonathan Smith & Company in Greensboro, NC and has 1 year of experience in the finance industry.

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