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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
8
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

Interests

Reading, Hiking, Backpacking, Golf

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Community participation

Adult Leader, Boy Scout Troop 327, Louisville, KY

YPAL member