AeroLeads people directory · profile
Jonathan B Smith Email & Phone Number
Senior Client Management Consultant
at
CAPTRUST
1 work email found
@mdigroup.com
1 phone found area 770
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Client Management Consultant
Location
Mays Landing, New Jersey, United States
Company size
Who is Jonathan B Smith? Overview
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Quick answer
Jonathan B Smith is listed as Senior Client Management Consultant at CAPTRUST, a with 621 employees, based in Mays Landing, New Jersey, United States. AeroLeads shows a work email signal at mdigroup.com, phone signal with area code 770, and a matched LinkedIn profile for Jonathan B Smith.
Jonathan B Smith previously worked as Client Management Consultant at Captrust and Wire Risk Analyst at Fidelity Investments. Jonathan B Smith studied at Trinity High School.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Jonathan B Smith's masked contact details.
{first_initial}{last}@mdigroup.com
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AeroLeads found 1 current-domain work email signal for Jonathan B Smith. Compare company email patterns before reaching out.
Profile bio
About Jonathan B Smith
Wire risk analyst with 10+ years of experience in the finance industry. Licensed Series 7, 63, 9/10, and 65.
Listed skills include Series 7, Series 63, Series 65, State Life Insurance License, and 4 others.
Current workplace
Jonathan B Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
5 roles · 20 years
Jonathan B Smith work experience
A career timeline built from the work history available for this profile.
Client Management Consultant
Service existing client relationships via telephone and in personWork closely and build relationships with Financial Advisors and clientsManage daily client activity – trades, deposits, wires, splits, distributions, open investment accounts, re-balance investment allocations Answer all client questions and needs within a timely manner Compile quarterly investment reviews, presentations and spreadsheets for clients and advisors
Wire Risk Analyst
100% successful risk mitigation with zero losses for Fidelity and our customers while on an 18-person high functioning team of Wire Risk Specialists. Effective risk management while providing stellar customer service and support for our business partners. Regular collaboration with National PWI Risk, High Net Worth Operations, OSG, Margin, Corporate Compliance, and Localized Fidelity Branches to provide a high standard, flawless and innovative quality of service.
Sep 2014 - Jan 2019
Account Relationship Manager
Responsible for providing support and direction for new and existing clients while keeping up with local and national initiatives. Develop and execute coaching strategies to build and improve client knowledge about retirement strategies, products, account types, and college planning which enabled more positive customer interactions, and increase sales flows.
2012 - 2013
~1 yr
Settlements Assistant Manager
Investment Support Group SpecialistHigh Net Worth Representative – Investor ServicesSuccessfully led a team of licensed broker/analyst exceeding all scorecard goals, including customer loyalty scores, sales goals, and operational efficiencies. Evaluated supervisory processes and implemented best practices for efficient and compliant management. Responsible for hiring talent and on-boarding new associates to the firm as well as building contingencies in case of localized site failure… Show more Investment Support Group SpecialistHigh Net Worth Representative – Investor ServicesSuccessfully led a team of licensed broker/analyst exceeding all scorecard goals, including customer loyalty scores, sales goals, and operational efficiencies. Evaluated supervisory processes and implemented best practices for efficient and compliant management. Responsible for hiring talent and on-boarding new associates to the firm as well as building contingencies in case of localized site failure Show less
2007 - 2012
~5 yrs
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
DB
Drew Blanco
Colleague at CaptrustNew York City Metropolitan Area, United States
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KA
Kevin A. Chang, Cpa, Cfp®, Aif®
Colleague at CaptrustRoseville, California, United States
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CK
Casey Keller, Cfa
Colleague at CaptrustBoerne, Texas, United States
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BB
Buck Beam
Colleague at CaptrustWilmington, North Carolina, United States
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ML
Michele Lenz, Cfp®
Colleague at CaptrustSeattle, Washington, United States
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JA
Jefferson Adcock, Cfp®, Clu®
Colleague at CaptrustBrentwood, Tennessee, United States
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CV
Carter Vaughan
Colleague at CaptrustFort Worth, Texas, United States
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GJ
Geoffry Juviler
Colleague at CaptrustBoston, Massachusetts, United States
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AS
Amy Sheridan
Colleague at CaptrustLapeer, Michigan, United States
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AW
Amanda Wells
Colleague at CaptrustRoanoke, Virginia, United States
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Drew Blanco
Colleague at CaptrustNew York City Metropolitan Area, United States
View →
KA
Kevin A. Chang, Cpa, Cfp®, Aif®
Colleague at CaptrustRoseville, California, United States
View →
CK
Casey Keller, Cfa
Colleague at CaptrustBoerne, Texas, United States
View →
BB
Buck Beam
Colleague at CaptrustWilmington, North Carolina, United States
View →
ML
Michele Lenz, Cfp®
Colleague at CaptrustSeattle, Washington, United States
View →
JA
Jefferson Adcock, Cfp®, Clu®
Colleague at CaptrustBrentwood, Tennessee, United States
View →
CV
Carter Vaughan
Colleague at CaptrustFort Worth, Texas, United States
View →
GJ
Geoffry Juviler
Colleague at CaptrustBoston, Massachusetts, United States
View →
AS
Amy Sheridan
Colleague at CaptrustLapeer, Michigan, United States
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AW
Amanda Wells
Colleague at CaptrustRoanoke, Virginia, United States
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1 education record
Jonathan B Smith education
-
Trinity High School
FAQ
Frequently asked questions about Jonathan B Smith
Quick answers generated from the profile data available on this page.
What company does Jonathan B Smith work for?
Jonathan B Smith works for CAPTRUST.
What is Jonathan B Smith's role at CAPTRUST?
Jonathan B Smith is listed as Senior Client Management Consultant at CAPTRUST.
What is Jonathan B Smith's email address?
AeroLeads has found 1 work email signal at @mdigroup.com for Jonathan B Smith at CAPTRUST.
What is Jonathan B Smith's phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Jonathan B Smith at CAPTRUST.
Where is Jonathan B Smith based?
Jonathan B Smith is based in Mays Landing, New Jersey, United States while working with CAPTRUST.
What companies has Jonathan B Smith worked for?
Jonathan B Smith has worked for Captrust, Fidelity Investments, Tiaa-Cref, and Td Ameritrade.
Who are Jonathan B Smith's colleagues at CAPTRUST?
Jonathan B Smith's colleagues at CAPTRUST include Drew Blanco, Kevin A. Chang, Cpa, Cfp®, Aif®, Casey Keller, Cfa, Buck Beam, and Michele Lenz, Cfp®.
How can I contact Jonathan B Smith?
You can use AeroLeads to view verified contact signals for Jonathan B Smith at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Jonathan B Smith attend?
Jonathan B Smith studied at Trinity High School.
What skills is Jonathan B Smith known for?
Jonathan B Smith is listed with skills including Series 7, Series 63, Series 65, State Life Insurance License, Retirement Plan Consulting, Financial Services, Trade Finance, and Personal Financial Planning.
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