Justin Winship Smith
Investment adviser representative at Smith Partners Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$196.1MFirm assets
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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
Experience
21 years in the industry.
- Smith Partners Wealth Management, LLCMar 2012 to now
- Smith Partners Wealth Mgmt (formerly Jonathan Smith & Co)Jun 2005 to Jan 2025
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Smith Partners Wealth Management, LLC
$196.1MAssets managed
123Clients
2Advisers
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
- 6035756
- Firm CRD
- 112231