TLG Advisors
47yrs
Top advisor by experience in Summit
11yrs
Based in Summit, New Jersey, Johnathon Smith is a fiduciary financial advisor with 11 years of industry experience. Johnathon joined TLG Advisors in 2022, after five years at Wells Fargo Advisors and two years at Ameriprise Financial Services. TLG Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 489 advisors with offices in Summit, and one of 452 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office475 Springfield Ave, Summit, NJ 07901
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowTLG Advisors, Inc.Current firm
- 2017 – 2022Wells Fargo Clearing Services, LLCPreviously
- Nov 2015 – Jul 2017Ameriprise Financial Services, LLCPreviously
Contact Johnathon
(888) 371-0013TLG Advisors main office 475 Springfield AveSummit, NJ 07901Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask Johnathon
Tailored to Johnathon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Johnathon
How do I contact Johnathon?
Call TLG Advisors at (888) 371-0013 and ask for Johnathon Smith. Johnathon works from the Summit, NJ office.
How long has Johnathon been a financial advisor?
Johnathon has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Johnathon hold?
Series 66. Tap any license on this page to see what it allows.
Is Johnathon a fiduciary?
Johnathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathon paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Johnathon 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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