Jonathan Smith
Jonathan Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Boone, NC, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1675 Blowing Rock Rd, Boone, NC, 28607
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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 ActivitiesSells Insurance
Jonathan sells fixed insurance products including life, health, disability, fixed annuities, and long-term care as an insurance agent, and also sells fixed insurance products as Vice President of Lifestore Bank. He is also a financial professional with Lifestore Investments and a partner in AAP Ventures, LLC, a holding company for investment property, and refers contacts to realtors, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations8 states
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