The Jonathan SmithCo. Team
The team at Jonathan Smith & Co. is committed to each client's sustainable financial wellbeing. Sixty years of collective experience in the field of wealth management have produced a unique blend of expertise and capability. This enables us to serve clients through every stage of life.
Managing Partner- Jonathan Smith is Jsco's Managing Partner. He articulates the firm's mission and vision, serves clients in an advisory relationship in a fiduciary capacity and assists the Chief Investment Strategist.
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CCO, CFO, Partner - Anne Smith is Jsco's Chief Compliance Officer. She is responsible for implementing the firm's regulatory Compliance Policy and Ethics Policy. As Chief Financial Officer, she is responsible for maintaining the firm's books, accounts, and records.
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Chief Investment Strategist- Justin Smith, CFA®, CFP®, is Chief Investment Strategist. He serves clients in an advisory relationship in a fiduciary capacity. He establishes strategy, sets asset allocation targets and executes investment selections to meet the needs of a diverse client population spanning a wide range of ages, income needs, risk tolerances and time horizons.
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Director Client Services, Web Master - Karen Smith Firebaugh is Director of Client Services. She has responsibility for client cash management and client account reconciliation and billing. As part of her function, Karen maintains the website at Jsco.
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