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Jonathan Smucker, financial advisor Milwaukee WI

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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Annex Wealth Management, LLC
Company Name Location Dates Years
Marietta Investment Partners, LLC Milwaukee, WI Feb 2015 - Current 9
Marietta Investment Partners, LLC Milwaukee, WI Mar 2011 - Feb 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jonathan A. Smucker
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
Phone Number: 414-289-9080
Firm Website: http://www.mariettallc.com/
Registered State(s):
  • TX
  • WI
Current Firm Details
Marietta Investment Partners, LLC
Firm's CRD Number: 108479
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
By the Numbers
  • Total Assets Under Management
    536
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,543,387
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
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

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