Morgan Stanley
47yrs
Top advisor by experience in Berwyn
22yrs
Based in Berwyn, Pennsylvania, Jonathan Smith is a fiduciary financial advisor with 22 years of industry experience. Jonathan has been with Ellis Investment Partners since 2012; before that, Jonathan spent seven years at CMS Wealth Management. Jonathan holds the CFP® designation.
One of 320 advisors with offices in Berwyn, and one of 278 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.13 million
Advisors at the firm18
States licensed ?1 state
Services through Ellis Investment Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowEllis Investment Partners, LLCCurrent firm
- 2005 – 2012CMS Wealth ManagementPreviously
Contact Jonathan
(484) 320-6300Ellis Investment Partners main office 920 Cassatt Road 200 Berwyn Park, Suite 115Berwyn, PA 19312Office · Get directions Firm websiteHTTP://WWW.ELLISINVESTMENTPARTNERS.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Ellis Investment Partners at (484) 320-6300 and ask for Jonathan Smith. Jonathan works from the Berwyn, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Jonathan hold?
Series 66. 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?
Ellis Investment Partners reports being paid by a percentage of the assets they manage, hourly fees, 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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