Wealth Advisor
Current
Oct 2021 - Present
AeroLeads people directory · profile
Jonathan Smith, Cfp® Email & Phone Number
Retirement Happiness | Financial Planning | Kovitz
at
Kovitz
1 work email found
@kovitz.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Happiness | Financial Planning | Kovitz
Location
Madison, Wisconsin, United States
Company size
Who is Jonathan Smith, Cfp®? Overview
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Quick answer
Jonathan Smith, Cfp® is listed as Retirement Happiness | Financial Planning | Kovitz at Kovitz, a company with 80 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at kovitz.com and a matched LinkedIn profile for Jonathan Smith, Cfp®.
Jonathan Smith, Cfp® previously worked as Wealth Advisor at Kovitz and VP Wealth Investment Advisor at Johnson Financial Group. Jonathan Smith, Cfp® holds Bachelor'S Degree, Mathematics Teacher Education from Concordia University-Wisconsin.
Company email context
Email format at Kovitz
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*@kovitz.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Smith, Cfp®
I am excited and proud to be a part of an organization that not only cares about it's clients, but also the community it serves. As Wealth Advisor at Kovitz, I am committed to working with clients to understand their short and long-term financial planning goals. With a strong emphasis on building relationships, I aim to provide and exceptional level of personalized service for every client. Using a comprehensive view of a client’s financial picture, I work with a team of experienced business partners to find and provide the most appropriate financial solutions to help clients reach their goals.
Listed skills include Customer Service, Teamwork, Time Management, Coaching, and 19 others.
Current workplace
Jonathan Smith, Cfp®'s current company
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Kovitz
4 roles
Jonathan Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Vp Wealth Investment Advisor
Whether you're looking to invest your money, build a financial plan or prepare for retirement, as an advisor, I can help you create a story that grows, manages and protects your wealth for future generations.JOHNSON WEALTHWealth management services are provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional.
Oct 2018 - Oct 2021
Avp Branch Manager
Oversee a team of highly skilled and motivated professionals looking to reach out and help our community succeed financially. From this I can ensure my team builds meaningful, long-term relationships through comprehensive banking solutions.Responsible for creating an environment that promotes relationship building with clients, team work and mutal respect.
Dec 2013 - Oct 2018
Store Manager
Sep 2011 - Nov 2013
Team & coworkers
Colleagues at Kovitz
Other employees you can reach at kovitz.com. View company contacts for 80 employees →
AM
Anastasios Manolis
Colleague at KovitzGreater Chicago Area, United States
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LG
Lee Glantz
Colleague at KovitzGreater Chicago Area, United States
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CF
Cooper Fitz
Colleague at KovitzChicago, Illinois, United States, United States
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MN
Melanie Naranjo
Colleague at KovitzChicago, Illinois, United States, United States
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JE
John E. Roessler, Cfp®, Cpa
Colleague at KovitzChicago, Illinois, United States, United States
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CP
Cj Pepe, Cfp®
Colleague at KovitzNew York City Metropolitan Area, United States
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MF
Magdalena Fitzgerald
Colleague at KovitzGlenview, Illinois, United States, United States
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JC
Jason Castillo, Cfa
Colleague at KovitzGreater Chicago Area, United States
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JB
John Buckingham
Colleague at KovitzLaguna Beach, California, United States, United States
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TH
Teresa Harvey
Colleague at KovitzGreater Chicago Area, United States
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Anastasios Manolis
Colleague at KovitzGreater Chicago Area, United States
View →
LG
Lee Glantz
Colleague at KovitzGreater Chicago Area, United States
View →
CF
Cooper Fitz
Colleague at KovitzChicago, Illinois, United States, United States
View →
MN
Melanie Naranjo
Colleague at KovitzChicago, Illinois, United States, United States
View →
JE
John E. Roessler, Cfp®, Cpa
Colleague at KovitzChicago, Illinois, United States, United States
View →
CP
Cj Pepe, Cfp®
Colleague at KovitzNew York City Metropolitan Area, United States
View →
MF
Magdalena Fitzgerald
Colleague at KovitzGlenview, Illinois, United States, United States
View →
JC
Jason Castillo, Cfa
Colleague at KovitzGreater Chicago Area, United States
View →
JB
John Buckingham
Colleague at KovitzLaguna Beach, California, United States, United States
View →
TH
Teresa Harvey
Colleague at KovitzGreater Chicago Area, United States
View →
1 education record
Jonathan Smith, Cfp® education
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 Kovitz.
What is Jonathan Smith, Cfp®'s role at Kovitz?
Jonathan Smith, Cfp® is listed as Retirement Happiness | Financial Planning | Kovitz at Kovitz.
What is Jonathan Smith, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kovitz.com for Jonathan Smith, Cfp® at Kovitz.
Where is Jonathan Smith, Cfp® based?
Jonathan Smith, Cfp® is based in Madison, Wisconsin, United States while working with Kovitz.
What companies has Jonathan Smith, Cfp® worked for?
Jonathan Smith, Cfp® has worked for Kovitz, Johnson Financial Group, Johnson Bank, and Wells Fargo.
Who are Jonathan Smith, Cfp®'s colleagues at Kovitz?
Jonathan Smith, Cfp®'s colleagues at Kovitz include Anastasios Manolis, Lee Glantz, Cooper Fitz, Melanie Naranjo, and John E. Roessler, Cfp®, Cpa.
How can I contact Jonathan Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Smith, Cfp® at Kovitz, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Smith, Cfp® attend?
Jonathan Smith, Cfp® holds Bachelor'S Degree, Mathematics Teacher Education from Concordia University-Wisconsin.
What skills is Jonathan Smith, Cfp® known for?
Jonathan Smith, Cfp® is listed with skills including Customer Service, Teamwork, Time Management, Coaching, Finance, Loans, Consumer Lending, and Team Building.
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