Jonathan
Smith
Baxter Investment Management
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About this Advisor
Jonathan Smith is a financial advisor based in Greenwich, Connecticut, working with Baxter Investment Management. Jonathan has previously held a position at Baxter Brothers Inc. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Baxter Investment Management, which operates out of Greenwich, Connecticut. The firm has 7 employees and manages assets totaling $915.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Baxter Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baxter Investment Management Brokerage Details
$915,112,236
7
985
$929,048
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Smith Work History
Baxter Brothers Inc
Disclosures
Please visit the SEC profile of Jonathan Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baxter Investment Management
Riverside, CT
Riverside, CT
Greens Farms, CT
Greenwich, CT
Greenwich, CT
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