AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Jonathan Jenness Smith

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Jenness Smith · SOUTH BURLINGTON, VT
Registration
CRD #3128341 · PATHWAY FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BURLINGTON?

Browse all registered financial advisors in SOUTH BURLINGTON, Vermont or claim this profile if it's yours.

Browse SOUTH BURLINGTON AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PATHWAY FINANCIAL ADVISORS, LLC

James Donnan Miller
SOUTH BURLINGTON, VT
Rebecca K Walsh
SOUTH BURLINGTON, VT
Scott Anthony Beaudin
SOUTH BURLINGTON, VT

More Advisors in SOUTH BURLINGTON, Vermont

Andrew David Murphy
ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, VT
Gregory Guy Bourgea
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
James L Donohue
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
Michael Steven Keller
GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, VT
Graham Voigt
VOIGT CAPITAL MANAGEMENT, LLC·SOUTH BURLINGTON, VT
Joseph Matthew Diebold
ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)ESSEX JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile