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Zachary Kenneth Smith

Kroon & Mitchell Asset Management LLC

Grand Rapids, MI

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Current Employers
Kroon & Mitchell Asset Management Llc

29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-05
  • MI RA
    APPROVED
    Since 2025-05-05

Branch Locations

29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • 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
J.P. Morgan Securities Llc Grand Rapids MI 08/2023 11/2024
Jp Morgan Chase Bank, N.A. Grand Rapids MI 08/2023 11/2024
Calder Capital Grand Rapids MI 11/2022 04/2023
Marshberry Grandville MI 05/2022 09/2022
Blackford Capital Grand Rapids MI 10/2021 04/2022
Thornapple Point Golf Course Grand Rapids MI 05/2018 10/2021
Unemployed - In High School Grandville MI 04/2015 04/2018
Unemployed Grandville MI 05/2023 07/2023
Unemployed Grandville MI 10/2022 11/2022
Kroon & Mitchell Asset Management Llc Grand Rapids MI 11/2024 Present
Kroon & Mitchell Asset Management Llc Grand Rapids MI 04/2025 Present
  • 08/2023 → 11/2024
    J.P. Morgan Securities Llc
    Grand Rapids, MI
  • 08/2023 → 11/2024
    Jp Morgan Chase Bank, N.A.
    Grand Rapids, MI
  • 11/2022 → 04/2023
    Calder Capital
    Grand Rapids, MI
  • 05/2022 → 09/2022
    Marshberry
    Grandville, MI
  • 10/2021 → 04/2022
    Blackford Capital
    Grand Rapids, MI
  • 05/2018 → 10/2021
    Thornapple Point Golf Course
    Grand Rapids, MI
  • 04/2015 → 04/2018
    Unemployed - In High School
    Grandville, MI
  • 05/2023 → 07/2023
    Unemployed
    Grandville, MI
  • 10/2022 → 11/2022
    Unemployed
    Grandville, MI
  • 11/2024 → Present
    Kroon & Mitchell Asset Management Llc
    Grand Rapids, MI
  • 04/2025 → Present
    Kroon & Mitchell Asset Management Llc
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-08
S63 Uniform Securities Agent State Law Examination 2023-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-08
  • S63 Uniform Securities Agent State Law Examination
    2023-11-08
Other Names
  • Zachary Smith
  • Zach Smith
  • Zachary Kenneth Smith

View on SEC IAPD

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J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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