Jonathan Darrell Smith
Series ManagerQuinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLCCRD 2655073
About Jonathan Darrell Smith
Jonathan Darrell Smith is listed as Series Manager at Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC in Chadds Ford, PA. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Darrell Smith is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan Darrell Smith work?
Jonathan Darrell Smith is listed as Series Manager at Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC on SEC Form ADV.
How much of Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC does Jonathan Darrell Smith own?
Form ADV reports a beneficial ownership band of Under 5%.
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC
| Title | Series Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Dt Investment Partners, LLC
| Title | Ceo,cfo -Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2011 |
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2012 |