LPL Financial
46yrs
Top advisor by experience in Marietta
15yrs
Jonathan Smith
Full name on record: Jonathan James Smith
Financial advisor at Impact Partnership Wealth
Jonathan Smith is a fiduciary financial advisor in Marietta, Georgia, with 15 years in the industry. After a year at LPL Financial and less than a year at Secure Asset Management, Jonathan joined Impact Partnership Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Impact Partnership Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 337 advisors with offices in Marietta, and one of 301 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 65% of advisors at Impact Partnership Wealth
Office1688 White Circle NW, Marietta, GA 30066
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$368,526
Advisors at the firm88
States licensed ?1 state
Services through Impact Partnership Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowImpact Partnership Wealth, LLCCurrent firm
- Sep 2024 – May 2025LPL Financial LLCPreviously
- May 2024 – Sep 2024Secure Asset Management, L.L.C.Previously
- 2012 – 2016PNC Wealth Management LLCPreviously
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 Impact Partnership Wealth at 800-380-5040 and ask for Jonathan Smith. Jonathan works from the Marietta, GA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2011, about 15 years. More experience than 65% of advisors at Impact Partnership Wealth.
What licenses does Jonathan hold?
Series 63, 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?
Impact Partnership Wealth 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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