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Jonathan Smith Cfp® Email & Phone Number

Partner and Lead Financial Planner at Pathway Financial Advisors, LLC at Pathway Financial Advisors, LLC
Location: Richmond, Vermont, United States 1 work role
1 work email found @pathwayadvisors.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@pathwayadvisors.com
LinkedIn Profile matched
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Current company
Pathway Financial Advisors, LLC
Role
Partner and Lead Financial Planner at Pathway Financial Advisors, LLC
Location
Richmond, Vermont, United States
Company size
12 employees

Who is Jonathan Smith Cfp®? Overview

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Quick answer

Jonathan Smith Cfp® is listed as Partner and Lead Financial Planner at Pathway Financial Advisors, LLC at Pathway Financial Advisors, LLC, a company with 12 employees, based in Richmond, Vermont, United States. AeroLeads shows a work email signal at pathwayadvisors.com and a matched LinkedIn profile for Jonathan Smith Cfp®.

Jonathan Smith Cfp® previously worked as Partner and Lead Financial Planner at Pathway Financial Advisors, Llc.

Company email context

Email format at Pathway Financial Advisors, LLC

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{first}@pathwayadvisors.com
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AeroLeads found 1 current-domain work email signal for Jonathan Smith Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Smith Cfp®

Jonathan Smith Cfp® is a Partner and Lead Financial Planner at Pathway Financial Advisors, LLC at Pathway Financial Advisors, LLC. He possess expertise in series 63, public speaking, insurance, retirement planning, sales and 18 more skills.

Listed skills include Series 63, Public Speaking, Insurance, Retirement Planning, and 19 others.

Current workplace

Jonathan Smith Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathway Financial Advisors, LLC
Pathway Financial Advisors, Llc
Partner and Lead Financial Planner at Pathway Financial Advisors, LLC
south burlington, vermont, united states
Website
pathwayadvisors.com
Employees
12
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Company profile
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1 role

Jonathan Smith Cfp® work experience

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Team & coworkers

Colleagues at Pathway Financial Advisors, LLC

Other employees you can reach at pathwayadvisors.com. View company contacts for 12 employees →

JM Jim Miller, Cfp® Jim Miller, Cfp® Colleague at Pathway Financial Advisors, LlcSouth Burlington, Vermont, United States, United States View → SB Scott Beaudin Cpa-Pfs, Cfp® Scott Beaudin Cpa-Pfs, Cfp® Colleague at Pathway Financial Advisors, LlcBurlington, Vermont, United States, United States View → JM Jordan Macdougall Jordan Macdougall Colleague at Pathway Financial Advisors, LlcStowe, Vermont, United States, United States View →
FAQ

Frequently asked questions about Jonathan Smith Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonathan Smith Cfp® work for?

Jonathan Smith Cfp® works for Pathway Financial Advisors, LLC.

What is Jonathan Smith Cfp®'s role at Pathway Financial Advisors, LLC?

Jonathan Smith Cfp® is listed as Partner and Lead Financial Planner at Pathway Financial Advisors, LLC at Pathway Financial Advisors, LLC.

What is Jonathan Smith Cfp®'s email address?

AeroLeads has found 1 work email signal at @pathwayadvisors.com for Jonathan Smith Cfp® at Pathway Financial Advisors, LLC.

Where is Jonathan Smith Cfp® based?

Jonathan Smith Cfp® is based in Richmond, Vermont, United States while working with Pathway Financial Advisors, LLC.

What companies has Jonathan Smith Cfp® worked for?

Jonathan Smith Cfp® has worked for Pathway Financial Advisors, Llc.

Who are Jonathan Smith Cfp®'s colleagues at Pathway Financial Advisors, LLC?

Jonathan Smith Cfp®'s colleagues at Pathway Financial Advisors, LLC include Jim Miller, Cfp®, Scott Beaudin Cpa-Pfs, Cfp®, and Jordan Macdougall.

How can I contact Jonathan Smith Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Smith Cfp® at Pathway Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.

What skills is Jonathan Smith Cfp® known for?

Jonathan Smith Cfp® is listed with skills including Series 63, Public Speaking, Insurance, Retirement Planning, Sales, Financial Planning, Investments, and Relationship Management.

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