The Jonathan SmithCo. Team
The team at Jonathan Smith & Co. is committed to each client's sustainable financial wellbeing. Sixty-nine collective years of 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. read more
- email Jonathan Smith
Senior Portfolio Manager- Brian May is Jsco's Senior Portfolio Manager. He is responsible for overseeing the firm's investment processes, executing the firm wide investment strategy, and managing our multi-generational client relationships. read more
- email Brian May
Partner, CCO, CFO- Anne Flegal 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. read more
- email Anne Smith
Investment Associate- Justin Smith is an Investment Associate and an assistant to the Senior Portfolio Manager. He is responsible for equity research and investment analysis, asset allocation, information technology, and is a multi-generational client relationship management apprentice. read more
- email Justin Smith
Director Client Services, Web Master - Karen Firebaugh oversees day-to-day operations for ongoing client transactions. She administers and directs the opening of new accounts. As part of her function, Karen maintains the website at Jsco and assists with information technology. read more
- email Karen Firebaugh