Jonathan Smith
Jonathan Smith is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 22 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.
Location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is involved in several investment-related business activities, including JFS Investments L.L.C. (minimal time), JHS Real Estate Investments (minimal time), JFS Wealth Management (full-time), and Hibernia Wealth Management (full-time). He provides investment advisory services through Hibernia Wealth Management.
Employment History
Current Registrations
Hibernia Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
MML Investors Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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