Unclaimed Profile

Jonathan Jenness Smith

PATHWAY FINANCIAL ADVISORS, LLC·SOUTH BURLINGTON, Vermont

SIE, Series 7, Series 63, Series 65CFPClean record21 years registeredPATHWAY 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 · 21 years registered

Brand Profile

Not yet started

Career History

PATHWAY FINANCIAL ADVISORS, LLC

Feb 2018 – present

ADVISED ASSETS GROUP, LLC

Jul 2016 – Mar 2018

GREENWOOD VILLAGE, CO

ESI FINANCIAL ADVISORS

Nov 2004 – Nov 2005

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 1, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHWAY FINANCIAL ADVISORS, LLC

CRD 124801 · SEC 801-64598

AUM

$783M

Regulatory assets under management

Employees

912 client accounts

Services offered by PATHWAY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHWAY FINANCIAL ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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