JONATHAN JAMES SMITH is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with IMPACT PARTNERSHIP WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | 2025-08-19 | present | Yes |
| LPL FINANCIAL LLC | 2024-09-18 | 2025-05-21 | — |
| SECURE ASSET MANAGEMENT, L.L.C. | 2024-05-24 | 2024-09-05 | — |
| PNC WEALTH MANAGEMENT | 2012-09-26 | 2016-09-12 | — |