Jonathan
Smith
Hibernia Wealth Partners, LLC
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About this Advisor
Jonathan Smith is a financial advisor who works out of Baton Rouge, Louisiana with a total of 1 year of industry experience. Smith is an employee of Hibernia Wealth Partners, LLC. Their career trajectory has included roles 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. Smith has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in California, Louisiana and Texas. Hibernia Wealth Partners, LLC is a financial advisory company that has its headquarters in Baton Rouge, LA. The firm has offices in five locations and a total of 11 employees. It has $219 million in assets between its 864 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves four charities and foundations. Of its 864 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. Hibernia Wealth Partners, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules largely depend on which service is offered. Fee types charged by Hibernia Wealth Partners, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hibernia Wealth Partners, LLC Brokerage Details
$219,194,262
11
864
$253,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Smith Work History
Jonathan has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Baton Rouge, LA
Allston, MA
Edgewater, MD
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
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