Jonathan Frederic Kolle

Employer firm

Smithbridge Asset Management, Inc. CRD 106261

$831M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Smithbridge Asset Management, Inc.

116 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-22
PA	RA	APPROVED	1999-08-30

TX RA
APPROVED

Since 2023-03-22
PA RA
APPROVED

Since 1999-08-30

Branch Locations

116 Commons Court, Chadds Ford, PA 19317 • 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

Organization	City	State	From	To
Smithbridge Asset Management Inc	Chadds Ford	PA	05/1999	Present
Financial Freedom Innovations, Ltd	Mechanicsburg	PA	05/2023	Present

05/1999 → Present

Smithbridge Asset Management Inc

Chadds Ford, PA
05/2023 → Present

Financial Freedom Innovations, Ltd

Mechanicsburg, PA

Previous Registrations

2023-05-11 → 2024-08-16

Financial Freedom Innovations, Ltd

Chadds Ford, PA

Mechanicsburg, PA

Other Businesses

Smithbridge Asset Management, LLC - President and CCO. Spends approximately 95% of his time on this activity. Financial Freedom Innovations, Ltd - Investment Adviser Representative. Spends approximately 5% of his time on this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-07

S65 Uniform Investment Adviser Law Examination

1999-10-07

Designations

Chartered Financial Analyst

Other Names

Jonathan F Kolle
Jon Kolle

View on SEC IAPD