Unclaimed Profile

Jonathan Frederic Kolle

SMITHBRIDGE ASSET MANAGEMENT, INC.·CHADDS FORD, Pennsylvania

Series 65Clean record26 years registeredSMITHBRIDGE 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. · 26 years registered

Brand Profile

Not yet started

Career History

SMITHBRIDGE ASSET MANAGEMENT, INC.

Aug 1999 – present

FINANCIAL FREEDOM INNOVATIONS, LTD

May 2023 – Aug 2024

Chadds Ford, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 30, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD 106261 · SEC 801-53667

AUM

$613M

Regulatory assets under management

Employees

944 client accounts

Services offered by SMITHBRIDGE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at SMITHBRIDGE ASSET MANAGEMENT, INC. →

Introduction

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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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