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Jonathan Charles Smith

EQUITIX INVESTMENTS NORTH AMERICA L.P.·MIAMI, Florida
Clean recordEQUITIX INVESTMENTS NORTH AMERICA L.P.
1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6922027Firm CRD# 313007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Charles Smith · MIAMI, FL
Registration
CRD #6922027 · EQUITIX INVESTMENTS NORTH AMERICA L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Charles Smith is a registered financial advisor based in MIAMI, Florida, affiliated with EQUITIX INVESTMENTS NORTH AMERICA L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EQUITIX INVESTMENTS NORTH AMERICA L.P.
EQUITIX INVESTMENTS NORTH AMERICA L.P.
AUM
$199M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at EQUITIX INVESTMENTS NORTH AMERICA L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6922027
Firm CRD# 313007
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Charles Smith offer?
Jonathan Charles Smith specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Jonathan Charles Smith's credentials?
Jonathan Charles Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Charles Smith located?
Jonathan Charles Smith is based in MIAMI, Florida, working with EQUITIX INVESTMENTS NORTH AMERICA L.P.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jonathan Charles Smith charge for services?
Jonathan Charles Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUITIX INVESTMENTS NORTH AMERICA L.P.?
EQUITIX INVESTMENTS NORTH AMERICA L.P. has approximately 9 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUITIX INVESTMENTS NORTH AMERICA L.P.

Mai Phan Mcardle
MIAMI, FL
Achal Prakash Bhuwania
MIAMI, FL
Hugh Barnabas Crossley
MIAMI, FL
Karl Herbert Reichelt
MIAMI, FL
Larissa Brooke Benbow
MIAMI, FL

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