Unclaimed Profile

Jonathan Frederic Kolle

SMITHBRIDGE ASSET MANAGEMENT, INC.·CHADDS FORD, Pennsylvania

Clean recordSMITHBRIDGE ASSET MANAGEMENT, INC.

116 COMMONS COURT, CHADDS FORD, PA 19317CRD# 1556948Firm CRD# 106261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Frederic Kolle · CHADDS FORD, PA

Registration

CRD #1556948 · SMITHBRIDGE ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Frederic Kolle is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with SMITHBRIDGE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

AUM

$613M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITHBRIDGE ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1556948

Firm CRD# 106261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Frederic Kolle offer?

Jonathan Frederic Kolle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.

What are Jonathan Frederic Kolle's credentials?

Jonathan Frederic Kolle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Frederic Kolle located?

Jonathan Frederic Kolle is based in CHADDS FORD, Pennsylvania, working with SMITHBRIDGE ASSET MANAGEMENT, INC.. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.

How does Jonathan Frederic Kolle charge for services?

Jonathan Frederic Kolle'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 SMITHBRIDGE ASSET MANAGEMENT, INC.?

SMITHBRIDGE ASSET MANAGEMENT, INC. has approximately 12 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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