Jonathan Kolle has been President-Managing Director and Chief Compliance Officer of Smithbridge Asset Management since January 2014, is a control person of the firm and directly owns between 50% and 75% of it. Jonathan Kolle holds a B.S. in Business Administration/Finance from the University of Delaware and an M.B.A. in Finance from Cornell University.
Smithbridge Asset Management, Inc. is a Chadds Ford, PA firm with $831M under management, 513 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Jonathan F. Kolle is President, Chief Investment Officer of Smithbridge Asset Management, based in Chadds Ford, PA. He has served as President and Portfolio Manager for Smithbridge since May of 1999. Before joining Smithbridge, he managed the institutional investment group of a substantial regional bank/trust company, and he also has experience in the investment banking industry.
Jonathan Kolle’s longest registration is the current one, 27 years at Smithbridge Asset Management since 1999.
- Financial Freedom Innovations, LTD– · 1 yearChadds Ford, PA · Adviser representative · Firm CRD 304056
- – present · 27 yearsChadds Ford, PA · Adviser representative · Firm CRD 106261
Professional designations
Listed by Smithbridge Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jonathan Kolle is registered as an investment adviser representative in 2 states. The first approvals date from August 1999; the most recent is Texas, in March 2023.
- PennsylvaniaSince 30 August 1999
- TexasSince 22 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Frederic Kolle
- CRD
- 1556948
- Firm
- Smithbridge Asset Management · CRD 106261
- Role
- President-Managing Director and Chief Compliance Officer
- Office
- 116 COMMONS COURT, Chadds Ford, PA 19317
- Registration
- Investment adviser registration
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smithbridgeasset.com
Where does Jonathan Kolle work?
Jonathan Kolle has been President-Managing Director and Chief Compliance Officer of Smithbridge Asset Management, Inc. since January 2014, and is a control person of the firm.
Is Jonathan Kolle a financial advisor?
Yes. Jonathan Kolle has a current investment-adviser registration in Pennsylvania and Texas, through Smithbridge Asset Management since August 1999.
How many years of experience does Jonathan Kolle have?
Jonathan Kolle has 27 years in the financial industry, since August 1999, across 2 adviser firms.
What exams has Jonathan Kolle passed?
Jonathan Kolle passed the Series 65 in October 1999.
Where is Jonathan Kolle based?
Jonathan Kolle’s registered office is in Chadds Ford, PA.
Is Jonathan Kolle registered with FINRA?
No. Jonathan Kolle has no current broker registration.
Is Jonathan Kolle a CFA charterholder?
Smithbridge Asset Management lists Jonathan Kolle with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Jonathan F. Kolle, CFA® biography, smithbridgeasset.com
How can I verify Jonathan Kolle’s record?
Search CRD 1556948 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Kolle’s full registration record.