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Jonathan D Smith

Ellis Investment Partners, LLC

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About Jonathan D Smith

Jonathan D Smith is a financial advisor affiliated with Ellis Investment Partners, LLC. Jonathan has been in the financial services industry since 2004. Jonathan is registered with the state of Pennsylvania. Jonathan has Series 7 and Series 66 licenses. Jonathan is a Certified Financial Planner. Jonathan is also associated with Wealth Planning Solutions, LLC, an insurance and annuity product seller. Ellis Investment Partners provides financial planning, portfolio management, consulting services and the selection of other advisors for a variety of clients including individuals, corporations and institutions.

Firm Information

Jonathan Smith is currently registered with Ellis Investment Partners, LLC. Ellis Investment Partners, LLC is an investment advisor headquartered in Berwyn, PA. The firm provides financial planning, consulting services, portfolio management for individuals and businesses, and selection of other advisors. Ellis Investment Partners, LLC manages approximately $800.8 million in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other investment advisors.
Ellis Investment Partners, LLC

920 CASSATT ROAD

BERWYN, PA 19312

$800.79M

Assets Under Management

1

Total Clients

17

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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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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consulting services

Consulting services

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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Jonathan Smith’s Registration & Firm History

PA

03/28/2012 - Present

Ellis Investment Partners, LLC (BERWYN PA)

NJ

04/30/2010 - 11/09/2011

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

PA

10/06/2004 - 05/05/2010

EQUITY SERVICES, INC. (WAYNE PA)

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Licenses & Designations

BOTH

Issued 11/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan D Smith.
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