Jonathan Smith is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners offers investment management services where fees are negotiable and can be either asset-based or fixed. Asset-based fees range from 0% to 3% annually, depending on factors like the complexity of services, the amount of assets managed, and the client relationship. Fees are deducted directly from your account by the custodian. Clients using third-party managers will pay fees as outlined in their agreement with the third-party manager.
Location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
MML Investors Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.