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Our financial advice team


Jonathan P Smith, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Jonathan P Smith

CFP®, CPA, CRPC, APMA

Private Wealth Advisor

Encore Wealth Management Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Finance and Political Science from Bellarmine University, Louisville, KY

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2023
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Professional associations

  • Kentucky Society of Certified Public Accountants

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Adult Leader, Boy Scout Troop 327, Louisville, KY

YPAL member

Interests

Reading, Hiking, Backpacking, Golf