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Jonathan Bradford Smith

Baxter Investment Management

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About Jonathan Bradford Smith

Jonathan Bradford Smith is an investment advisor representative at Baxter Investment Management. Jonathan Smith has been in the industry since May 2000. Jonathan Bradford Smith is licensed in California. Baxter Investment Management is a registered investment advisor headquartered in Riverside, Connecticut.

Firm Information

Jonathan Smith is currently registered with Baxter Investment Management. Baxter Investment Management, located in RIVERSIDE, CT, is an investment advisory firm with 5 investment adviser representatives. The firm manages approximately $915,112,236 in client assets and offers financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. The firm also manages assets for charitable organizations and pension and profit-sharing plans.
Baxter Investment Management

1030 EAST PUTNAM AVENUE

RIVERSIDE, CT 06878

$915.11M

Assets Under Management

Not reported

Total Clients

5

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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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.

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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percentage of assets

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

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Jonathan Smith’s Registration & Firm History

CT

01/01/2025 - Present

Baxter Investment Management (GREENWICH CT)

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Licenses & Designations

IA

Issued 02/05/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Bradford Smith.
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