Jonathan D. Smith, CFP®, MSTF

Jonathan Smith is a Certified Financial Planner (CFP®) with over 16 years of investment and financial planning experience. Upon completion of his undergraduate studies at Widener University, Jonathan joined Capital Management Services, Inc. in the area of operations and client services. In 2008, he also completed his Master’s in Taxation and Financial Planning at Widener University. Jonathan was instrumental in the establishment of our firm, Ellis Investment Partners, LLC, he assisted in the implementation of office infrastructure needs. He now works with clients on a full-time basis providing financial planning services and is involved in the management of client portfolios with assets ranging from $250k to $5M+. Jonathan is a member of the firm’s Investment Committee with a focus on evaluating mutual funds and ETF’s.

For the fourth straight year, Jonathan was named a 2017 Five Star Wealth Manager, as recognized in the December issue of Philadelphia Magazine. In conjunction with Five Star Professional, an independent research firm, Philadelphia Magazine identified a select group of wealth managers in the Philadelphia area who satisfy a 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. According to Five Star Professional, approximately only seven percent of the wealth managers in the Philadelphia area were chosen for this award.

Prior to joining Ellis Investment Partners, LLC as an original team member, Jonathan was associated with Capital Management Services, Inc. from January 2002 through March 2012.

Jonathan and his wife, Beth, have been married for 15 years and they have four children.

Email: jonathan.smith@ellisinvestmentpartners.com