Zachary Kenneth Smith

Employer firm

Kroon & Mitchell Asset Management LLC CRD 168120

$221M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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