Jonathan
Smith
Chesapeake Asset Management LLC
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About this Advisor
Jonathan Smith is a financial advisor based in New York, New York, working with Chesapeake Asset Management LLC. Jonathan has previously held a position at Chesapeake Asset Management, LLC and is registered to provide services in Texas. Currently, Jonathan is part of Chesapeake Asset Management LLC, which operates out of New York, New York. The firm has 1 office and 7 employees. The firm manages assets totaling $658.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Chesapeake Asset Management LLC includes asset-based, fixed, and performance-based fees.
Services Offered
Fee Structure
Office Location
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Chesapeake Asset Management LLC Brokerage Details
$658,023,341
7
155
$4,245,312
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Smith Work History
Chesapeake Asset Management, LLC
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 Chesapeake Asset Management LLC
New York, NY
New York, NY
Boca Raton, FL
New York, NY
New York, NY
New York, NY
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