Jonathan Kolle
Smithbridge Asset Management · Chadds Ford, Pennsylvania
Jonathan Kolle is a fee-only financial advisor at Smithbridge Asset Management in Chadds Ford, Pennsylvania, who holds the CFA credential. Smithbridge Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Smithbridge Asset Management |
|---|---|
| Based in | Chadds Ford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $830.7M across 1,096 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 1556948 |
| Exams passed | Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | smithbridgeasset.com |
How Jonathan's firm compares
- Smithbridge Asset Management's average account is about $758,000, from its Form ADV (assets managed divided by 1,096 accounts).
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Questions about Jonathan
Is Jonathan Kolle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Smithbridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Smithbridge Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Kolle based?
Jonathan Kolle is based in Chadds Ford, Pennsylvania.
What credentials does Jonathan Kolle hold?
Jonathan Kolle holds the CFA credential.
Is Jonathan Kolle registered with the SEC?
Yes. Jonathan Kolle is registered as an investment adviser representative in PA and TX (CRD 1556948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smithbridge Asset Management manage?
Smithbridge Asset Management reports $830.7M across 1,096 accounts in assets under management.
How do I contact Jonathan Kolle?
Through Jonathan's website, smithbridgeasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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