Jonathan Wilds Smith

Founder, Managing Partner

Jonathan Smith, Founder, Managing Partner

Jonathan founded Jonathan Smith & Co. in 1988. He has added one other partner and two associates to create a team of trusted professionals, who develop rational solutions to clients' financial challenges, care for those clients’ financial affairs and help move them towards enduring financial peace.

Jonathan has had the good fortune of working with high net worth individuals and their families to provide customized, comprehensive wealth management solutions. Jonathan also heartily enjoys working with individuals and families in the beginning stages of defining their financial futures and, on occasion, a few wonderful families struggling to make ends meet.

As Managing Partner, he is responsible for articulating the firm's mission and vision and implementing strategies that reflect our firm's most treasured values. He is responsible for the firm's investment strategy and serves on the Investment Committee. He seeks clients to serve who need our help and expertise, extending the richness and reach of the Jonathan Smith & Co.’s services.

Experience: Jonathan has more than 34 years of investment industry experience. Starting in 1976 as a registered representative for a regional brokerage firm, he built relationships with leading investment advisers and managed brokerage investment accounts. In 1981, he began managing client funds in a private investment fund. In 1987, he left the brokerage business to focus solely on investment management.

Education, Affiliations, and Civic Activities: Jonathan has a B.A.S. degree in business management from Guilford College. He is an Associate Member of the CFA Institute, The CFA North Carolina Society, and a member of the Guilford College Alumni Association. He currently serves on boards of Greensboro Young Life and Journey Resources and has served on the board of Greensboro Symphony Orchestra. Jonathan is Chairman of the Alzheimer’s Association 2011 Greensboro Memory Walk, a Paul Harris Fellow in the Gate City Rotary Club and is responsible for bringing the Lighted Christmas Balls to Greensboro. This single annual light display has collected more than 10,000 pounds of food and $7,000 to help feed the hungry in our community.

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