Jonathan Pincus is a control person of Smartx Advisory Solutions and directly owns under 5% of it.
Smartx Advisory Solutions is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2018. It provides investment management. Its clients include other investment advisers. Its regulatory assets under management total $27 billion, as filed on 4 September 2026. Its fees, ownership and offices are on the firm’s profile.
Jonathan Pincus is Chief Executive Officer of SMArtX Advisory Solutions (SMArtX), a TAMP and managed account technology and infrastructure provider serving wealth management firms, asset managers, custodians, and financial technology companies. He has more than 25 years of investment industry experience and previously held senior leadership positions at Northern Trust, Legg Mason, and Invesco, including Global Head of Investment Operations for Northern Trust Asset Management and Chief Operating Officer of its Managed Accounts practice.
- CRD
- 2843600
- Firm
- Smartx Advisory Solutions · CRD 297680
- Role
- Chief Executive Officer
- In role since
- August 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- West Palm Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smartxadvisory.com
Where does Jonathan Pincus work?
Jonathan Pincus has been Chief Executive Officer of Smartx Advisory Solutions LLC since August 2023, and is a control person of the firm.
How can I verify Jonathan Pincus’ record?
Jonathan Pincus’ role is listed on Smartx Advisory Solutions LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 297680.