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Jonathan Jenness Smith

Pathway Financial Advisors, LLC

South Burlington, VT

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Current Employers
Pathway Financial Advisors, Llc

725 Community Drive Suite 402, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2018-02-20
  • VT RA
    APPROVED
    Since 2018-02-20

Branch Locations

725 Community Drive Suite 402, South Burlington, VT 05403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwfs Equities, Inc/Great-West Life & Ann Ins Co Greenwood Village CO 12/2005 02/2018
Pathway Financial Advisors, Llc South Burlington VT 02/2018 Present
  • 12/2005 → 02/2018
    Gwfs Equities, Inc/Great-West Life & Ann Ins Co
    Greenwood Village, CO
  • 02/2018 → Present
    Pathway Financial Advisors, Llc
    South Burlington, VT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-08
S63 Uniform Securities Agent State Law Examination 2005-08-04
  • S65 Uniform Investment Adviser Law Examination
    2016-07-08
  • S63 Uniform Securities Agent State Law Examination
    2005-08-04
Designations
Other Names
  • Jon Smith

View on SEC IAPD

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EDWARD JONES · SOUTH BURLINGTON, VT
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