Jonathan Smith
Ellis Investment Partners · Berwyn, Pennsylvania
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.
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Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4843601 |
| Exams passed | Series 66 (2004) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ellisinvestmentpartners.com |
How Jonathan's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 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 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.
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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