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Jonathan Jenness Smith

PATHWAY FINANCIAL ADVISORS, LLC·SOUTH BURLINGTON, Vermont
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2 MARKET STREET, SOUTH BURLINGTON, VT 05403CRD# 3128341Firm CRD# 124801
01

About

Jonathan Jenness Smith is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with PATHWAY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAY FINANCIAL ADVISORS, LLC
PATHWAY FINANCIAL ADVISORS, LLC
AUM
$783M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PATHWAY FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3128341
Firm CRD# 124801
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Jenness Smith offer?
Jonathan Jenness Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Jonathan Jenness Smith's credentials?
Jonathan Jenness Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Jenness Smith located?
Jonathan Jenness Smith is based in SOUTH BURLINGTON, Vermont, working with PATHWAY FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Jonathan Jenness Smith charge for services?
Jonathan Jenness 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 PATHWAY FINANCIAL ADVISORS, LLC?
PATHWAY FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH BURLINGTON
Andrew David Murphy — ELEY FINANCIAL MANAGEMENT, INC.Myron R Sopher — INTRACK INVESTMENT MANAGEMENT, INC.Lenore Salemme Sopher — INTRACK INVESTMENT MANAGEMENT, INC.Matthew D. Johnson — INTRACK INVESTMENT MANAGEMENT, INC.William Brendan Walsh — QUANTUM LEAP CAPITAL, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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