linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Darrell Smith

DT Investment Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Darrell Smith

Jonathan Darrell Smith is an investment advisor representative at DT Investment Partners, LLC. Jonathan has been with DT Investment Partners, LLC since June 2011. Jonathan is registered with the state of Delaware and Pennsylvania. Jonathan is a Chartered Financial Analyst.

Firm Information

Jonathan Smith is currently registered with DT Investment Partners, LLC. DT Investment Partners, LLC is an investment advisor headquartered in CHADDS FORD, PA. They manage approximately $1 billion - $10 billion in assets for high-net-worth individuals, corporations, charitable organizations, and individuals. Their services include financial planning, portfolio management for businesses and individuals, and asset allocation reporting services.
DT Investment Partners, LLC

BRANDYWINE FIVE

CHADDS FORD, PA 19317-9665

$1.52B

Assets Under Management

4

Total Clients

6

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation reporting services

Asset allocation reporting 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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Smith’s Registration & Firm History

PA

06/14/2012 - Present

DT Investment Partners, LLC (CHADDS FORD PA)

Not sure if Jonathan Darrell Smith is right for you?

Licenses & Designations

IA

Issued 08/21/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Darrell Smith.
Not sure if Jonathan Darrell Smith is right for you?