The Jonathan SmithCo. Way
- Personalized Service
- At Jonathan Smith & Co., we serve a select number of client families. Knowing that each client's wealth management needs are different, we provide customized solutions, built around a deep understanding of your situation and goals. At Jsco, you are known by name, not by an account number. While you may have one point of contact at the firm, every partner or associate is of service to you.
- Time
- For our clients, time is a precious and scarce commodity; once gone, time cannot be replaced. Worrying over plans and goals steals valuable time. This is where we add value and can make a difference. Working closely to understand your unique needs, hopes, and concerns, we develop an overall wealth management strategy that’s aligned with your stage in life, risk tolerance, and goals.
- Clients
- Jsco serves 111 families with 257 unique accounts in 17 different states and four time zones. The nearest client lives less than one half mile from our office and the farthest, in California.
- Integrity
- At Jsco, integrity is one of our prized values. Each team member adheres to a strict code of ethics and takes responsibility for meeting the highest standards of our profession. Jsco is registered with the Securities and Exchange Commission and is a fee only advisor. The firm does not sell any products or benefit from stock trade commissions or wrap fees.
- Innovative Solutions
- At Jsco, we work closely with our clients’ accountants, attorneys, charitable foundations, and other advisors to contribute to an integrated plan of wealth management and client care.
What We Do
The Jsco Team
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