Jonathan Barry Smith is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2019-02-15 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-01-30 | — |
| STRATEGIC ADVISERS LLC | 2014-09-12 | 2018-07-13 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-12-01 | 2012-10-26 | — |
| TD AMERITRADE, INC. | 2011-12-01 | 2012-10-26 | — |