Jonathan Smith Email & Phone Number
Managing Director, Partner | Private Wealth Advisor @ Ashton Thomas Private Wealth
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Jonathan Smith Location
- California, United States
Jonathan Smith Work
- 2025 -now Managing Director, Partner | Private Wealth Advisor @
- 2006 -2025 Private Wealth Financial Advisor, Managing Director-Investments @
- 2000 -2006 Financial Advisor @
Jonathan Smith Education
- University of California, San Diego 1987-1990
Jonathan Smith Skills
- Investments
- Insurance
- Finance
- Mutual Funds
- Financial Advisory
- Asset Allocation
- Financial Analysis
- Retirement Planning
- Securities
- Equities
- Strategic Investment Planning
- Investment Strategies
- Business Development
- Public Speaking
- Services
- Strategic Investment
- Financial Services
- Pastoral Care
- Preaching
- Leadership Development
- Volunteer Management
- Community Outreach
- Nonprofits
- Leadership
- Customer Service
- Microsoft Office
- Strategic Planning
- Pastoral Counseling
- Discipleship
- Pastoring
- Fundraising
- Event Planning
- Theology
- Youth Ministry
- Pastoral Theology
- Staff Development
- Church Events
- Spiritual Direction
- Coaching
- PowerPoint
- Non Profits
- Microsoft Word
- Social Networking
- Missions
- Social Media
- Event Management
- Biblical Teaching
- Creative Writing
- Ethics
- Volunteering
- Financial Education
- Community Service
- Web Design
- Youth Mentoring
- Loans
- Non Profit Administration
- Editing
- Conflict Resolution
- System Administration
- New Business Development
- Team Leadership
- Bible teaching
Jonathan Smith Summary
- Jonathan Smith, based in California, United States, is currently a Managing Director, Partner | Private Wealth Advisor at Ashton Thomas Private Wealth. Jonathan Smith brings experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Jonathan Smith holds a 1987 - 1990 University of California, San Diego. With a robust skill set that includes Investments, Insurance, Finance, Mutual Funds, Financial Advisory and more. Jonathan Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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