JONATHAN SMILIE is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-06-09 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-08-15 | 2026-05-15 | — |
| J.P. MORGAN SECURITIES LLC | 2023-04-04 | 2024-07-30 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-06-10 | 2023-04-07 | — |