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Johnathon August Smith

TLG Advisors, Inc.

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About Johnathon August Smith

Johnathon August Smith is a financial advisor with TLG Advisors, Inc. Johnathon is a registered representative in Nebraska. Johnathon has been in the industry for 7 years. Prior to joining TLG Advisors, Inc. Johnathon worked at WELLS FARGO CLEARING SERVICES, LLC and Ameriprise Financial Services, Inc.. Johnathon has earned the Series 7 and SIE licenses, as well as the Series 66.

Firm Information

Johnathon Smith is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Johnathon Smith’s Registration & Firm History

CO

08/24/2022 - Present

TLG Advisors, Inc. (LITTLETON CO)

NV

07/31/2017 - 07/25/2022

WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)

NV

10/14/2015 - 07/19/2017

AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 11/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Johnathon August Smith. Review regulatory record here.
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