# Jonathan Smith

> Jonathan Smith is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania, who holds the CFP credential. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-smith-4843601/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ellis Investment Partners
- **Based in:** Berwyn, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $986.8M across 792 accounts
- **Credentials:** CFP
- **CRD:** 4843601 (https://adviserinfo.sec.gov/individual/summary/4843601)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 23 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.ellisinvestmentpartners.com

## Frequently asked questions

### Is Jonathan Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Ellis 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, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Smith based?

Jonathan Smith is based in Berwyn, Pennsylvania.

### What credentials does Jonathan Smith hold?

Jonathan Smith holds the CFP credential.

### Is Jonathan Smith registered with the SEC?

Yes. Jonathan Smith is registered as an investment adviser representative in PA and TX (CRD 4843601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Ellis Investment Partners manage?

Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.

### How do I contact Jonathan Smith?

Through Jonathan's website, www.ellisinvestmentpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4843601): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.