Jonathan Smith Email & Phone Number
Managing Director, Partner | Private Wealth Advisor @ Ashton Thomas Private Wealth
5 free lookup(s).
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 2 emails and 3 mobile phone numbers on RocketReach.
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Top Ashton Thomas Private Wealth Employees
Cory Schauer
Managing Director,Partner
Marblehead, MA, US
Gregory Weiss
Managing Director, Partner Private Wealth Advisor
California, United States
Michael Hansen
Senior Director, Western Region
San Francisco, CA, US
Jonathan Smith
Managing Director, Partner | Private Wealth Advisor
California, United States
Erica Bloudek
Chief Operating Officer
Scottsdale, AZ, US
Drinan Gorney
Chief Administrative Officer and General Counsel
Scottsdale, AZ, US
Daniel Meier
Managing Wealth Advisor
Madison, WI, US
Justin Limmer
Wealth Manager
Tucson, AZ, US
Katie Leech
Senior Private Client Tax Advisor
Denver, CO, US
Stephanie Wei
Wealth Advisor
San Francisco, CA, US
Dan Ritter Jr
Senior Director, Head of Tax
Bozeman, MT, US
Lance Knight
Partner, Senior Director of Business Development
Las Vegas, NV, US
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