Jonathan James Smith

Current Employers

Employment History

• 03/2011 → 09/2016
  Pnc Bank
  Pittsburgh, PA
• 03/2011 → 09/2016
  Pnc Investments
  Pittsburgh, PA
• 10/2016 → 07/2023
  Horace Mann Investors Inc.
  Springfield, IL
• 10/2016 → 07/2023
  Pyka Educational Insurance & Financial Services
  Grand Rapids, MI
• 10/2016 → 07/2023
  Horace Mann Companies
  Springfield, IL
• 07/2023 → 05/2024
  Drake & Associates, Llc
  Grand Rapids, MI
• 05/2024 → 08/2024
  Secure Asset Management
  Troy, MI
• 09/2024 → 05/2025
  Lpl Financial Llc
  Byron Center, MI
• 09/2024 → 05/2025
  Lake Michigan Credit Union/Max Wealth Management
  Byron Center, MI
• 05/2025 → Present
  Medalist Wealth Management
  Grand Rapids, MI
• 08/2025 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2024-09-18 → 2025-05-21
  Lpl Financial Llc
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Haven, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Caledonia, MI
  Byron Center, MI
  Grand Rapids, MI
  Grandhaven, MI
  Grand Rapids, MI
  Saginaw, MI
  White Lake, MI
  Hudsonville, MI
  Grand Rapids, MI
  Jenison, MI
  Wyoming, MI
  Zeeland, MI
  Muskegon, MI
  Greenville, MI
  Kentwood, MI
  Farmington Hills, MI
  Sterling Heights, MI
  North Muskegon, MI
  Byron Center, MI
  Portage, MI
  Holland, MI
  Grand Rapids, MI
  Kalamazoo, MI
  Ann Arbor, MI
  Ravenna, MI
  Holland, MI
  Livonia, MI
  Traverse City, MI
  Muskegon, MI
  Troy, MI
  Ada, MI
  Grand Rapids, MI
  Traverse City, MI
  Lowell, MI
  Rochester Hills, MI
  Wyoming, MI
  Allendale, MI
  Rockford, MI
  Kalamazoo, MI
  Schoolcraft, MI
• 2024-05-24 → 2024-09-05
  Secure Asset Management, L.L.C.
  Troy, MI
• 2012-09-26 → 2016-09-12
  Pnc Wealth Management Llc
  Kentwood, MI
  Grandville, MI
  Kentwood, MI
  Wyoming, MI
  Wyoming, MI
  Grandville, MI
  Franklin Park, NJ
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Kentwood, MI
  Grand Rapids, MI
  Rockford, MI
  Ludington, MI

Other Businesses

1) Medalist Wealth Management; Yes Investment Related; 4940 Cascade Rd SE, Grand Rapids, MI 49546; Life insurance and annuity sales; Associate Advisor; 5/2025; 25hrs/Mo; 25hrs/Mo during Securities Trading Hours. Positioning and explaining the product in detail. 2) Association of Financial Consultants; Not Investment Related; 2973 W. S.R. 434, Suite 300, Longwood, FL 32779; Financial Planning; Advisor; 6/11/2026; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Providing Presentation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-11
• S63 Uniform Securities Agent State Law Examination
  2011-07-18