RBC Capital Markets
47yrs
Top advisor by experience in Chadds Ford
31yrs
Jonathan Smith
Full name on record: Jonathan Darrell Smith
Financial advisor at DT Investment Partners
Jonathan Smith is a fiduciary financial advisor in Chadds Ford, Pennsylvania, with 31 years in the industry. Jonathan joined DT Investment Partners in 2012, after six years at Daniels + Tansey, L.L.P. and two years at Haverford Investment Management. Jonathan holds the CFA designation.
One of 57 advisors with offices in Chadds Ford, and one of 50 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top advisor by experience at DT Investment Partners
OfficeBrandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.31 million
Advisors at the firm7
States licensed ?1 state
Services through DT Investment Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2012 – nowDT Investment Partners, LLCCurrent firm
- 2008 – 2014Daniels + Tansey, L.L.P.Previously
- 2006 – 2008Haverford Investment Management, Inc.Previously
- 2005 – 2008Haverford Financial Services, Inc.Previously
- 2003 – 2005Andres Capital Management,llcPreviously
Contact Jonathan
(484) 778-4425DT Investment Partners main office Brandywine Five 1 Dickinson Drive, Suite 103Chadds Ford, PA 19317Office · Get directions Firm websiteHTTP://WWW.DTINVESTMENTPARTNERS.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call DT Investment Partners at (484) 778-4425 and ask for Jonathan Smith. Jonathan works from the Chadds Ford, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1995, about 31 years. Top advisor by experience at DT Investment Partners.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
DT Investment Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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