Jonathan James Smith
Investment adviser representative at Impact Partnership Wealth, LLC
10 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
Are you Jonathan James Smith? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- Impact Partnership Wealth, LLCAug 2025 to now
- Medalist Wealth ManagementMay 2025 to now
- Lake Michigan Credit Union/max Wealth ManagementSep 2024 to May 2025
- LPL Financial LLCSep 2024 to May 2025
- Secure Asset ManagementMay 2024 to Aug 2024
- Drake & Associates, LLCJul 2023 to May 2024
- Horace Mann CompaniesOct 2016 to Jul 2023
- Horace Mann Investors Inc.Oct 2016 to Jul 2023
- Pyka Educational Insurance & Financial ServicesOct 2016 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 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
- 5527321
- Firm CRD
- 313928