Jonathan Smith
DT Investment Partners · Chadds Ford, Pennsylvania
Jonathan Smith is a fee-only financial advisor at DT Investment Partners in Chadds Ford, Pennsylvania, who holds the CFA credential. Jonathan focuses on tax planning, retirement planning and estate & legacy planning. DT Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | DT Investment Partners |
|---|---|
| Based in | Chadds Ford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.91B across 1,695 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2655073 |
| Exams passed | Series 65 (1995) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.dtinvestmentpartners.com |
| Profile |
How Jonathan's firm compares
- DT Investment Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,695 accounts).
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Questions about Jonathan
Is Jonathan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and DT Investment Partners 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, DT Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Smith based?
Jonathan Smith is based in Chadds Ford, Pennsylvania.
What does Jonathan specialize in?
Jonathan's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does Jonathan Smith hold?
Jonathan Smith holds the CFA credential.
Is Jonathan Smith registered with the SEC?
Yes. Jonathan Smith is registered as an investment adviser representative in PA (CRD 2655073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DT Investment Partners manage?
DT Investment Partners reports $1.91B across 1,695 accounts in assets under management.
How do I contact Jonathan Smith?
Through Jonathan's website, www.dtinvestmentpartners.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
- DT Investment Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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