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Jonathan Franz Smith

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
691 clients
Average Client Portfolio
$502K average
Assets Under Management
$346.6M

Fee Structure

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Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is involved in several investment-related business activities, including JFS Investments L.L.C. (minimal time), JHS Real Estate Investments (minimal time), JFS Wealth Management (full-time), and Hibernia Wealth Management (full-time). He provides investment advisory services through Hibernia Wealth Management.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
July 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Stratos Wealth Partners, LTD
January 2016 - August 2022 · 6 yrs 7 mos
Capital One Advisors, LLC
January 2015 - January 2016 · 1 yr
Capital One Investing, LLCBroker
January 2015 - January 2016 · 1 yr
Capital One Financial Advisors LLC
July 2011 - January 2015 · 3 yrs 6 mos
Capital One Investment Services LLCBroker
May 2008 - January 2015 · 6 yrs 8 mos
Capital One Investments, LLCBroker
May 2005 - May 2008 · 3 yrs
MML Investors Services, INC.Broker
September 2003 - May 2005 · 1 yr 8 mos
State Registrations11 states
ARCAFLILLAMDMNMSMTTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.