Unclaimed
Jonathan Andrew Smucker is an Investment Advisor Representative with Marietta Investment Partners, LLC. Jonathan has been in the industry since March 2011 and is licensed to provide investment advice in Texas and Wisconsin. Jonathan specializes in providing investment advice to corporations, individuals, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
02/15/2013 - Present
Marietta Investment Partners, LLC (MILWAUKEE WI)
IA
Issued 02/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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