Justin W. Smith
SMITH PARTNERS WEALTH MANAGEMENT
GREENSBORO, NC 27401
Some features on this profile are disabled
CRD#: 6035756
Professional summary
Justin Winship Smith, CFP® is a registered financial advisor currently at SMITH PARTNERS WEALTH MANAGEMENT, LLC located in Greensboro, North Carolina.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 1 firm .
Core Areas of Focus
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Divorce Planning
Entrepreneurs
Biography
Leadership & Community Involvement:
Former Board Member of the CFA North Carolina Society, National Board Member of the Society of Financial Service Professionals (SFSP), Chair of National Young Professionals Advisory Council for SFSP, Greensboro Chapter President of Society of Financial Service Professionals, Crescent Rotary Club Officer, Young Life College Leader at UNCG.
Awards:
Greensboro Society of Financial Service Professionals Distinguished Service Award 2016, National Society of Financial Service Professionals Top Leaders Under 40, Triad Business Journal’s 40 Leaders under 40 2013, Crescent Rotary “E” award for Energy, Enthusiasm, and Excellence 2012.
Education & Certifications:
North Carolina State University B.S. in Business Management with a concentration in Finance and a minor in Economics; University Scholar. Chartered Financial Analyst® (CFA®), Certified Financial Planner™ (CFP®).
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Business Succession Planning
Insurance Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Winship Smith's 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®
Start date: 2010
Experience
Current
March 16, 2012 - Present
SMITH PARTNERS WEALTH MANAGEMENT, LLC
Office #1: 128 E. Fisher Avenue, Greensboro, NC 27401RIA
CRD#: 112231
GREENSBORO, NC
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".
SMITH PARTNERS WEALTH MANAGEMENT, LLC
JONATHAN SMITH & CO INVESTMENT COUNSEL LLC | SMITH PARTNERS WEALTH MANAGEMENT, LLC | SMITH PARTNERS WEALTH MANAGEMENT | JONATHAN SMITH & CO., INVESTMENT COUNSEL, LLC | JONATHAN SMITH & CO. INVESTMENT COUNSEL LLC | JONATHAN SMITH & CO. INVESTMENT COUNSEL | JONATHAN SMITH & CO. INVESTMENT CO. LLC. | JONATHAN SMITH & CO.
CRD#: 112231 / SEC#: 801-120950
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)Florida
Registered Investment Advisory firm - (4/27/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/28/2021 Terminated)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
North Carolina(3/16/2012)
Exams
Current Firm
SMITH PARTNERS WEALTH MANAGEMENT, LLC
JONATHAN SMITH & CO INVESTMENT COUNSEL LLC | SMITH PARTNERS WEALTH MANAGEMENT, LLC | SMITH PARTNERS WEALTH MANAGEMENT | JONATHAN SMITH & CO., INVESTMENT COUNSEL, LLC | JONATHAN SMITH & CO. INVESTMENT COUNSEL LLC | JONATHAN SMITH & CO. INVESTMENT COUNSEL | JONATHAN SMITH & CO. INVESTMENT CO. LLC. | JONATHAN SMITH & CO.
CRD#: 112231 / SEC#: 801-120950
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)Florida
Registered Investment Advisory firm - (4/27/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/28/2021 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
128 E Fisher Ave, Greensboro, NC 27401-2034
Mailing Address
Phone number
(336) 272-9488
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 416 |
| AUM (Assets Under Management) | $ 196,113,579 |
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.
Company Information
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD#: 112231Greensboro, NC 27401TRUST BUT VERIFY
Monitor Justin Smith
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
