Jonathan Smucker has been Portfolio Manager and Member of Marietta Investment Partners since January 2018, is a control person of the firm and directly owns between 10% and 25% of it. Jonathan Smucker holds an MBA from the University of Chicago Booth School of Business and a BA from Macalester College.
Marietta Investment Partners, LLC is a Milwaukee, WI firm with $684M under management, 147 clients and 3 advisers in one office, as of its September 2026 filing.
Jonathan Smucker is Partner & Portfolio Manager of Marietta Investment Partners, based in Milwaukee. He has been managing portfolios since 2014. As a Portfolio Manager at Marietta, he researches, analyzes economic data and crafts customized strategies.
- – present · 13 yearsMilwaukee, WI · Adviser representative · Firm CRD 108479
Investment adviser representative registrations
Jonathan Smucker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2013; the most recent is Texas, in November 2019.
- TexasResidentSince 20 November 2019
- WisconsinSince 15 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Andrew Smucker
- CRD
- 6163725
- Firm
- Marietta Investment Partners · CRD 108479
- Role
- Portfolio Manager and Member
- Office
- 833 EAST MICHIGAN STREET, SUITE 980, Milwaukee, WI 53202
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mariettallc.com
Where does Jonathan Smucker work?
Jonathan Smucker has been Portfolio Manager and Member of Marietta Investment Partners, LLC since January 2018, and is a control person of the firm.
Is Jonathan Smucker a financial advisor?
Yes. Jonathan Smucker has a current investment-adviser registration in Texas and Wisconsin, through Marietta Investment Partners since February 2013.
How many years of experience does Jonathan Smucker have?
Jonathan Smucker has 13 years in the financial industry, since February 2013, across 1 adviser firm.
What exams has Jonathan Smucker passed?
Jonathan Smucker passed the Series 65 in February 2013.
Where is Jonathan Smucker based?
Jonathan Smucker’s registered office is in Milwaukee, WI.
Is Jonathan Smucker registered with FINRA?
No. Jonathan Smucker has no current broker registration.
How can I verify Jonathan Smucker’s record?
Search CRD 6163725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Smucker’s full registration record.
