Jonathan D Smith

Current Employers

Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-11
PA	RA	APPROVED	2012-03-28

TX RA
APPROVED

Since 2025-04-11
PA RA
APPROVED

Since 2012-03-28

Branch Locations

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ellis Investment Partners, Llc	Berwyn	PA	03/2012	Present
Wealth Planning Solutions, Llc	Berwyn	PA	01/2014	Present

03/2012 → Present

Ellis Investment Partners, Llc

Berwyn, PA
01/2014 → Present

Wealth Planning Solutions, Llc

Berwyn, PA

Previous Registrations

2005-08-31 → 2012-04-03

Cms Wealth Management

Wayne, PA

Wayne, PA

Other Businesses

WEALTH PLANNING SOLUTIONS,LLC SELL INSURANCE AND ANNUITY PRODUCTS DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-11-24

S66 Uniform Combined State Law Examination

2004-11-24

Designations

View on SEC IAPD

Current Employers

Ellis Investment Partners, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews