Jonathan
Smith
Dt Investment Partners, LLC
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About this Advisor
Jonathan Smith is a financial advisor based in Chadds Ford, Pennsylvania, working with Dt Investment Partners, LLC. Jonathan has previously held a position at Dt Investment Partners, LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Delaware and Pennsylvania. Currently, Jonathan is part of Dt Investment Partners, LLC, which operates out of Chadds Ford, Pennsylvania. The firm has 9 employees and manages assets totaling $1.5 billion. 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, portfolio management for institutional clients, and other services. The fee structure at Dt Investment Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dt Investment Partners, LLC Brokerage Details
$1,517,980,582
9
1,773
$856,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jonathan Smith Work History
Dt Investment Partners, 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 Dt Investment Partners, LLC
Chadds Ford, PA
Chadds Ford, PA
Chadds Ford, PA
Chadds Ford, PA
Chadds Ford, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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