Jonathan Smith Email & Phone Number
Investment Analyst and Trading @ Balanced Rock Investment Advisors
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Jonathan Smith Location
- Boston, MA, US
Jonathan Smith Work
- 2026 -now Investment Analyst and Trading @
- 2025 -2026 Senior Portfolio Consultant and Financial Planner @
- 2019 -2025 Investment Analyst @
- 2015 -2018 Bank Teller @
- 2018 -2018 Private Wealth Management Intern @
- 2017 -2017 Audit Intern @
Jonathan Smith Education
- Northeastern University
Bachelor’s Degree (Bachelor’s Degree, Business Administration and Management, Accounting and Finance Concentrations)
2015-2019
Jonathan Smith Summary
- Jonathan Smith, based in Boston, MA, US, is currently a Investment Analyst and Trading at Balanced Rock Investment Advisors. Jonathan Smith brings experience from previous roles at Mercer Advisors, O'Brien Wealth Partners LLC, Torrington Savings Bank and Goldman Sachs. Jonathan Smith holds a 2015 - 2019 Bachelor’s Degree in Bachelor’s Degree, Business Administration and Management, Accounting and Finance Concentrations @ Northeastern University.
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