Jacob Ronald Smith

Waldron Private Wealth

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Waldron Private Wealth

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

455 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$4.5B

Fee Structure

Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Waldron Private Wealth

May 2025 - Present · 9 mos

State Registrations2 states

MIPA

Advisor

Exams

No exam information available for this advisor.