Jonathan James Smith
Financial advisor at Impact Partnership Wealth, LLC
Last updated 2026-10-10
Claim your profileJonathan James Smith is a financial advisor at Impact Partnership Wealth, LLC, CRD 5527321. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-09-26.
Registration
- CRD number
- 5527321
- Registration status
- Active
- IAPD registration
- 2012-09-26
- Industry Experience
- 14 years
- Work Experience
- 10 years
- States registered
- MI
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-10 to 2023-07 · Horace Mann Investors Inc. · Springfield, IL
- 2016-10 to 2023-07 · Pyka Educational Insurance & Financial Services · Grand Rapids, MI
- 2016-10 to 2023-07 · Horace Mann Companies · Springfield, IL
- 2023-07 to 2024-05 · Drake & Associates, LLC · Grand Rapids, MI
- 2024-05 to 2024-08 · Secure Asset Management · Troy, MI
- 2024-09 to 2025-05 · Lpl Financial LLC · Byron Center, MI
- 2024-09 to 2025-05 · Lake Michigan Credit Union/max Wealth Management · Byron Center, MI
- 2025-05 to Present · Medalist Wealth Management · Grand Rapids, MI
- 2025-08 to Present · Impact Partnership Wealth, LLC · Marietta, GA
Current employment
- Impact Partnership Wealth, LLC · Marietta, GA
Impact Partnership Wealth, LLC
- Regulatory AUM
- $2,963,975,229
- Registered advisors
- 92
- Offices
- 103
- Clients per advisor
- 87.1 (Moderate)
- Average AUM per client
- $369.7K (Low)
- High-net-worth client ratio
- 6.4% (Low)
Impact Partnership Wealth, LLC: advisors, services and reported ETF investments
About
Jonathan James Smith is a financial advisor at Impact Partnership Wealth, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 10 years of reported work history. Reported roles include Medalist Wealth Management, Lpl Financial LLC, Lake Michigan Credit Union/max Wealth Management, Secure Asset Management, among others.
SEC disclosures list additional business and community activities: 1) Medalist Wealth Management; Yes Investment Related; 4940 Cascade Rd Se: Positioning and explaining the product in detail; 2) association of financial consultants; not investment related; 2973 w.
Impact Partnership Wealth, LLC's firm-level Form ADV reports 92 advisors across 103 offices; approximately 87.1 clients per advisor, average assets per client of $369,711, and regulatory AUM of $3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $712.1M across 123 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan James Smith personally.
Reported ETF positions
Impact Partnership Wealth reports 123 ETF positions worth $712.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $154.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $55.8M |
| VGK — Vanguard FTSEEuropean ETF | $52.1M |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $46.5M |
| VTV — Vanguard Morningstar Value ETF | $32.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Impact Partnership Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $713K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $713K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $339.2K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $869.1K | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Impact Partnership Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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