Jonathan
Smith
Hibernia Wealth Partners, LLC
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About this Advisor
Jonathan Smith is a financial advisor based in Baton Rouge, Louisiana, working with Hibernia Wealth Partners, LLC. Jonathan has previously held positions at Capital One Investments, LLC, Capital One, N.A, Capital One Investment Services Corporation, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial, LLC, Stratos Wealth Partners, LTD, and Hibernia Wealth Management. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Louisiana, and Texas. Currently, Jonathan is part of Hibernia Wealth Partners, LLC, which operates out of Baton Rouge, Louisiana. The firm has 4 offices and 12 employees. The firm manages assets totaling $289.0 million and 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 pension consulting services. The fee structure at Hibernia Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hibernia Wealth Partners, LLC Brokerage Details
$289,034,883
12
1,074
$269,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Smith Work History
Hibernia Wealth Management
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Investment Services Corporation
Capital One Investments, LLC
Capital One, N.A
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 Hibernia Wealth Partners, LLC
Edgewater, MD
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
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