Jonathan Franz Smith
Investment adviser representative at Hibernia Wealth Partners, LLC
10 yearsExperience
2 statesRegistered in
$372.5MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hibernia Wealth Partners, LLCJul 2022 to now
- Hibernia Wealth ManagementJul 2022 to now
- LPL Financial, LLCJan 2016 to now
- Stratos Wealth Partners, LtdJan 2016 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Hibernia Wealth Partners, LLC
$372.5MAssets managed
653Clients
7Advisers
4 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
- 4708542
- Firm CRD
- 319509