Experienced Investment Advisor
Greensboro/Winston-Salem, North Carolina Area
- Current
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- Managing Partner at Jonathan Smith & Co., Investment Counsel
- General Partner at Jonathan Smith Associates Limited Partnership
- Past
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- Volunteer Leader at Young Life
- Education
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- Guilford College
- Sewanee-The University of the South
- Recommended
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3 people have recommended Jonathan - Connections
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382
connections
- Industry
- Investment Management
- Websites
Jonathan Smith’s Summary
Founding partner Jonathan Smith & Co., Investment Counsel (1988); fee only, no products, commissions, stock brokerage, or hidden fees. Registered Investment Advisor, fiduciary.
Jonathan Smith’s Specialties:
Wealth and investment management, financial consulting, behavioral finance, gerontology, elder finance, philanthropy, transfers of wealth, life planning.
Jonathan Smith’s Experience
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Managing Partner
Jonathan Smith & Co., Investment Counsel
(Privately Held; 1-10 employees; Investment Management industry)
November 1988 — Present (21 years 2 months)
Registered Investment Advisor;
Provider of wealth management and investment advisory services to individuals, families, and foundations seeking to build, protect, and manage sustainable wealth. -
General Partner
Jonathan Smith Associates Limited Partnership
(Capital Markets industry)
January 1981 — Present (29 years )
A private investment partnership for accredited investors.
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Volunteer Leader
Young Life
(Non-Profit; 1001-5000 employees; Religious Institutions industry)
August 1999 — June 2005 (5 years 11 months)
I served as a volunteer leader for Young Life at Page High School in North Carolina. Other adult volunteers and I became a team, called to build authentic relationships with high school kids, regardless of race, color, sex, or religion, to model out God's love to the students, teachers, and parents we came in contact with, with the hope of introducing them, in their terms and on their timetables, to Christ, so that could make up their own minds about His place in their lives.
Jonathan Smith’s Education
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Guilford College
B.A.S. , Management , 1972 — 1976
Graduated on dean's list
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Sewanee-The University of the South
Liberal Arts 1969 — 1970
Additional Information
Jonathan Smith’s Websites:
Jonathan Smith’s Interests:
Investing, behavioral finance, gerontology, elder finance, philanthropy, Predictably Irrational, Dan Ariely, John M. Templeton, The Templeton Library, AAII, Rotary,Rotary District 7690, Flight of Honor, Honor Flight, Gate City Rotary, Golden Retriever Rescue, Boykin Spaniel Society, Alcort Sunfish, children’s literature,
Jonathan Smith’s Groups:
CFA Institute, CFA North Carolina Society, Greensboro Symphony Orchestra, AAII, Predictably Irrational, Gate City Rotary, Rotary District 7690 Piedmont North Carolina, Rotary International, Paul Harris Fellow, Morningstar, Young Life, Guilford College, Sewanee - University of the South
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CFA Institute Members -
MindManager Enthusiasts -
SEWANEE, UNIVERSITY OF THE SOUTH -
Alumni of Guilford College -
Behavioural Finance -
CFA Institute Private Wealth -
AAII -
Predictably Irrational -
Rotary District 7690 Piedmont North Carolina -
Greensboro Chamber of Commerce - Small Business -
AMF Alcort Sunfish -
Boykin Spaniel -
Behavioral Finance in Investment Management Forum -
Official Rotary International Group -
BehaviorGap.com -
Gate City Rotary -
Wake Forest University Family Business Center
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The Trustees of Reservations -
Morningstar Office -
CFA North Carolina Society
Jonathan Smith’s Honors:
listed among "200 Things We Love," Greensboro Monthly, April 2008, for having hung the first Lighted Christmas Balls in Greensboro in his trees on Ridgeway Drive and for helping hundreds of others learn to do the same, Featured in documentary http://current.com/items/89675669/lighted_christmas_balls_in_greensboro.htm
Jonathan Smith’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
