Jonathan Smith has been Founding Partner of Smith Partners Wealth Management since January 2003, is a control person of the firm and directly owns between 10% and 25% of it. Jonathan Smith holds a Bachelor of Administrative Science in Business Management from Guilford College.
Smith Partners Wealth Management, LLC is a Greensboro, NC firm with $196M under management, 123 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Jonathan Smith is Managing Partner of Smith Partners Wealth Management, based in Greensboro, NC. Smith works with high net worth individuals, businesses and foundations and is responsible for protecting the mission and vision of the firm, its clients, employees and their families.
- – present · 14 yearsGreensboro, NC · Adviser representative · Firm CRD 112231
Investment adviser representative registrations
Jonathan Smith is registered as an investment adviser representative in North Carolina, since May 2012.
- North CarolinaSince 4 May 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2012 |
| Series 2 | Non-Member General Securities Examination | 10 September 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Jonathan Wilds Smith
- CRD
- 820376
- Firm
- Smith Partners Wealth Management · CRD 112231
- Role
- Founding Partner
- Office
- 128 E. FISHER AVENUE, Greensboro, NC 27401
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smithpartnerswealth.com
Where does Jonathan Smith work?
Jonathan Smith has been Founding Partner of Smith Partners Wealth Management, LLC since January 2003, and is a control person of the firm.
Is Jonathan Smith a financial advisor?
Yes. Jonathan Smith has a current investment-adviser registration in North Carolina, through Smith Partners Wealth Management since May 2012.
How many years of experience does Jonathan Smith have?
Jonathan Smith has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Jonathan Smith passed?
Jonathan Smith has passed 2 licensing exams: the Series 2 and Series 65. The earliest, the Series 2, was passed in September 1996.
Where is Jonathan Smith based?
Jonathan Smith’s registered office is in Greensboro, NC.
Is Jonathan Smith registered with FINRA?
No. Jonathan Smith has no current broker registration.
How can I verify Jonathan Smith’s record?
Search CRD 820376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Smith’s full registration record.
