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Jonathan Wilds Smith

Smith Partners Wealth Management, LLC

Greensboro, NC

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Current Employers
Smith Partners Wealth Management, Llc

128 E Fisher Ave, Greensboro, NC 27401-2034 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2012-05-04
  • NC RA
    APPROVED
    Since 2012-05-04

Branch Locations

128 E. Fisher Avenue, Greensboro, NC 27401 • 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
Smith Partners Wealth Mgmt. (Formerly Jonathan Smith & Co.LLc) Greensboro NC 10/1988 01/2025
Smith Partners Wealth Management Greensboro NC 01/2025 Present
  • 10/1988 → 01/2025
    Smith Partners Wealth Mgmt. (Formerly Jonathan Smith & Co.LLc)
    Greensboro, NC
  • 01/2025 → Present
    Smith Partners Wealth Management
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-03
  • S65 Uniform Investment Adviser Law Examination
    2012-05-03

View on SEC IAPD

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