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Jonathan Darrell Smith

Series ManagerQuinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLCCRD 2655073

About Jonathan Darrell Smith

Jonathan Darrell Smith is listed as Series Manager at Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC in Chadds Ford, PA. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Darrell Smith is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Darrell Smith work?

Jonathan Darrell Smith is listed as Series Manager at Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC on SEC Form ADV.

How much of Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC does Jonathan Darrell Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC

TitleSeries Manager
OwnershipUnder 5%
Control personYes
Since2012
View Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC →

Dt Investment Partners, LLC

TitleCeo,cfo -Member
Ownership25-50%
Control personYes
Since2011
View Dt Investment Partners, LLC →

Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2012
View Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC →