Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jenness Smith is a financial advisor with Pathway Financial Advisors, LLC, located in South Burlington, Vermont. Jonathan has over 20 years of experience in the financial services industry. He has a Series 7 and Series 63 license and is a Certified Financial Planner (CFP). Jonathan specializes in providing financial planning and portfolio management services to individuals and businesses. He has a strong commitment to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services on matters not involving securities
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VT
02/20/2018 - Present
Pathway Financial Advisors, LLC (SOUTH BURLINGTON VT)
VT
12/20/2005 - 03/06/2018
GWFS EQUITIES, INC. (Richmond VT)
VT
07/18/2003 - 11/07/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
FL
10/28/1999 - 06/20/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
VT
03/09/1999 - 09/24/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
MN
10/20/1998 - 02/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1998 - 02/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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