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Jonathan Wilds Smith

SMITH PARTNERS WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina
Clean recordSMITH PARTNERS WEALTH MANAGEMENT, LLC
128 E FISHER AVE, GREENSBORO, NC 27401-2034CRD# 820376Firm CRD# 112231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Wilds Smith · GREENSBORO, NC
Registration
CRD #820376 · SMITH PARTNERS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Wilds Smith is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with SMITH PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SMITH PARTNERS WEALTH MANAGEMENT, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 820376
Firm CRD# 112231
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Wilds Smith offer?
Jonathan Wilds Smith specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Jonathan Wilds Smith's credentials?
Jonathan Wilds Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Wilds Smith located?
Jonathan Wilds Smith is based in GREENSBORO, North Carolina, working with SMITH PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Jonathan Wilds Smith charge for services?
Jonathan Wilds Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH PARTNERS WEALTH MANAGEMENT, LLC?
SMITH PARTNERS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC

Anne Flegal Smith
GREENSBORO, NC
Stephen Edward Boatman
GREENSBORO, NC
Justin Winship Smith
GREENSBORO, NC

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Nearby cities in North Carolina
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City Guides
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Research
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