Jonathan Bradford Smith
Investment adviser representative at Baxter Investment Management
26 yearsExperience
1 stateRegistered in
$1.2BFirm assets
67 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Baxter Investment ManagementNov 2025 to now
- Baxter Brothers Inc.May 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Baxter Investment Management
Legal name: Baxter Brothers Inc.
$1.2BAssets managed
446Clients
5Advisers
67 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2003076
- Firm CRD
- 106548