Jonathan Smith's Location
Berwyn, PA, US
Jonathan Smith's Work
Jonathan Smith's Education
Jonathan Smith's Skills
Jonathan Smith's Summary
Jonathan Smith, based in Berwyn, PA, US, is currently a Financial Planning and Portfolio Consultant at Ellis Investment Partners, LLC, bringing experience from previous roles at Capital Management Services, Inc.. Jonathan Smith holds a 2003 - 2008 Master of Science (MS) in Taxation & Financial Planning and Services @ Widener University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Securities, Management and more, Jonathan Smith contributes valuable insights to the industry. Jonathan Smith has 1 email on RocketReach.