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, implements strategies reflecting our core values and is ultimately responsible for the firm's investment strategy.
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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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Financial Advisor- Justin Smith, CFA®, CFP®, is a Financial Advisor. He, along with Jonathan Smith, is responsible for determining the firm’s investment strategy. In addition, he is key in assessing our clients’ needs and then carefully crafting, monitoring, and adjusting a financial plan to match their need for return with their tolerance for risk.
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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 and assists with information technology.
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