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Jonathan A Smith

Balanced Rock Investment Advisors

Roslindale, MA

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Current Employers
Balanced Rock Investment Advisors

4238 Washington Street Suite 311, Roslindale, MA 02131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-12
TX RA APPROVED_RES 2026-08-12
  • CA RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED_RES
    Since 2026-08-12

Branch Locations

4238 Washington Street Suite 311, Roslindale, MA 02131 • 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
O'BRien Wealth Partners Llc Boston MA 01/2020 07/2025
Deloitte Boston MA 01/2017 04/2017
Goldman Sachs Boston MA 01/2018 06/2018
Torrington Savings Bank Torrington CT 06/2015 08/2018
O'BRien Wealth Partners Llc Boston MA 01/2019 06/2019
Unemployed Boston MA 09/2018 12/2019
Mercer Global Advisors Inc. Waltham MA 07/2025 07/2026
Balanced Rock Investment Advisors Roslindale MA 08/2026 Present
  • 01/2020 → 07/2025
    O'BRien Wealth Partners Llc
    Boston, MA
  • 01/2017 → 04/2017
    Deloitte
    Boston, MA
  • 01/2018 → 06/2018
    Goldman Sachs
    Boston, MA
  • 06/2015 → 08/2018
    Torrington Savings Bank
    Torrington, CT
  • 01/2019 → 06/2019
    O'BRien Wealth Partners Llc
    Boston, MA
  • 09/2018 → 12/2019
    Unemployed
    Boston, MA
  • 07/2025 → 07/2026
    Mercer Global Advisors Inc.
    Waltham, MA
  • 08/2026 → Present
    Balanced Rock Investment Advisors
    Roslindale, MA
Previous Registrations
  • 2025-07-28 → 2026-08-17
    Mercer Global Advisors Inc.
    Waltham, MA
    Denver, CO
  • 2020-08-05 → 2026-03-31
    O'BRien Wealth Partners Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-05
  • S65 Uniform Investment Adviser Law Examination
    2020-08-05

View on SEC IAPD

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Other Offices

EAGLE STRATEGIES LLC · BOSTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BOSTON, MA
GILBERT INVESTMENT MANAGEMENT · BOSTON, MA
LPL FINANCIAL LLC · WEST ROXBURY, MA
CITIZENS SECURITIES, INC. · W. ROXBURY, MA
MML INVESTORS SERVICES, LLC · WEST ROXBURY, MA
OSAIC INSTITUTIONS, INC. · West Roxbury, MA
WGI DM, LLC · BOSTON, MA

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