Jonathan D. Smith

DT INVESTMENT PARTNERS

Chadds Ford, PA 19317-9665

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CRD#: 2655073

Professional summary

Jonathan Darrell Smith, CFP®, who also goes by Jonathan Smith, is a registered financial advisor currently at DT INVESTMENT PARTNERS, LLC located in Chadds Ford, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 5 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Smith

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Darrell Smith'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®

CFP^®

Certified Financial Planner

Experience

Current

July 7, 2011 - Present

DT INVESTMENT PARTNERS, LLC

Office #1: Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665

RIA

CRD#: 157646

Chadds Ford, PA

Past

September 3, 2008 - November 13, 2014

DANIELS + TANSEY, L.L.P.

RIA

CRD#: 127816

WILMINGTON, DE

Past

March 22, 2006 - August 21, 2008

HAVERFORD INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 130159

RADNOR, PA

Past

September 13, 2005 - August 21, 2008

HAVERFORD FINANCIAL SERVICES, INC.

RIA

CRD#: 130007

RADNOR, PA

Past

August 5, 2003 - September 13, 2005

ANDRES CAPITAL MANAGEMENT,LLC

RIA

CRD#: 120254

BERWYN, 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".

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 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

Delaware
(7/7/2011)

IAR

Pennsylvania
(6/14/2012)

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: 8/21/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 9/5/1995

Non-Member General Securities Examination

Current Firm

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 Approved)

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Contact information

Main Address

Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665

Mailing Address

Phone number

(484) 778-4425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (4/4/2025)

Regulatory assets under management

Total Number of Accounts	2,090
AUM (Assets Under Management)	$ 1,887,962,985

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 D. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Darrell Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

DT INVESTMENT PARTNERS, LLC

DANIELS + TANSEY, L.L.P.

HAVERFORD INVESTMENT MANAGEMENT, INC.

HAVERFORD FINANCIAL SERVICES, INC.

ANDRES CAPITAL MANAGEMENT,LLC

Primary Firm SEC Registration

DT INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/1995

Series 2

Date: 9/5/1995

Current Firm

DT INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DT INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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