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Jonathan Wilds Smith

SMITH PARTNERS WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina
Series 2, Series 65Clean record14 years registeredSMITH 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

SMITH PARTNERS WEALTH MANAGEMENT, LLC
May 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 4, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231 · SEC 801-120950
AUM
$150M
Regulatory assets under management
Employees
4
470 client accounts
Services offered by SMITH PARTNERS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC →
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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

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

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Research
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