Jonathan F. Kolle

SMITHBRIDGE ASSET MANAGEMENT

Chadds Ford, PA 19317

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CRD#: 1556948

Professional summary

Jonathan Frederic Kolle, CFA, who also goes by Jon Kolle, Jonathan F Kolle, is a registered financial advisor currently at SMITHBRIDGE ASSET MANAGEMENT, INC. located in Chadds Ford, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Kolle | Jonathan F Kolle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Smithbridge Asset Management, LLC - President and CCO. Spends approximately 95% of his time on this activity. Financial Freedom Innovations, Ltd - Investment Adviser Representative. Spends approximately 5% of his time on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frederic Kolle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

August 30, 1999 - Present

SMITHBRIDGE ASSET MANAGEMENT, INC.

Office #1: 116 Commons Court, Chadds Ford, PA 19317

RIA

CRD#: 106261

Chadds Ford, PA

Past

May 11, 2023 - August 16, 2024

FINANCIAL FREEDOM INNOVATIONS, LTD

RIA

CRD#: 304056

Chadds Ford, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SMITHBRIDGE ASSET MANAGEMENT, INC.

SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA

Registered Investment Advisory firm - (1/16/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/30/1999)

IAR

Texas
(3/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/1999

Uniform Investment Adviser Law Examination

Current Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA

Registered Investment Advisory firm - (1/16/1997 Approved)

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Contact information

Main Address

116 Commons Court, Chadds Ford, PA 19317

Mailing Address

Phone number

(610) 361-9141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,061
AUM (Assets Under Management)	$ 665,788,590

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan F. Kolle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frederic Kolle's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMITHBRIDGE ASSET MANAGEMENT, INC.

FINANCIAL FREEDOM INNOVATIONS, LTD

Primary Firm SEC Registration

SMITHBRIDGE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/1999

Current Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMITHBRIDGE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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