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Jonathan Leslie Smith

Chesapeake Asset Management LLC

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About Jonathan Leslie Smith

Jonathan Leslie Smith is a Registered Investment Advisor Representative with Chesapeake Asset Management LLC. Jonathan Leslie Smith has been in the industry for over 30 years and is registered with the state of Texas. Jonathan Leslie Smith was previously employed by SANFREY SECURITIES, INC., PAINEWEBBER INCORPORATED, WEISS PECK & GREER, MITCHELL HUTCHINS ASSET MANAGEMENT INC. and LEHMAN BROTHERS INCORPORATED. Jonathan Leslie Smith's specialties include portfolio management for individuals, businesses and pooled investment vehicles. Chesapeake Asset Management LLC, specializes in financial planning, selection of other advisers and portfolio management. The firm manages assets for individuals, businesses, pooled investment vehicles and charitable organizations.

Firm Information

Jonathan Smith is currently registered with Chesapeake Asset Management LLC. Chesapeake Asset Management LLC is a New York-based investment advisor with approximately $658 million in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. They also offer selection of other advisors.
Chesapeake Asset Management LLC

630 FIFTH AVENUE

NEW YORK, NY 10111

$658.02M

Assets Under Management

Not reported

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.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Smith’s Registration & Firm History

NY

03/03/1998 - Present

Chesapeake Asset Management LLC (NEW YORK NY)

NA

08/14/1995 - 03/12/1998

SANFREY SECURITIES, INC.

NA

09/03/1986 - 02/24/1995

PAINEWEBBER INCORPORATED

MA

10/23/1987 - 02/07/1995

WEISS PECK & GREER (BOSTON MA)

NA

09/21/1973 - 10/13/1987

MITCHELL HUTCHINS ASSET MANAGEMENT INC.

NA

05/03/1971 - 11/17/1973

LEHMAN BROTHERS INCORPORATED

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Licenses & Designations

BC

Issued 04/26/1971

Series 40 - Registered Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Leslie Smith.
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