Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Jonathan P Smith will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Jonathan P Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jonathan P Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Jonathan P Smith and what services does he offer?
Jonathan P Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Louisville, KY, offering financial planning, investment management, and business retirement plan services.
Where is Jonathan P Smith's office located?
His office is located at 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223, USA.
How can I contact Jonathan P Smith?
You can reach him by phone at +1 502-412-4050 or via email at Jonathan.Smith@ampf.com.
Does Jonathan P Smith offer online appointments?
Yes, Jonathan P Smith offers online appointments as well as onsite services.
What professional certifications does Jonathan P Smith hold?
He holds certifications including CFP, CRPC, and is associated with APMA.
What languages does Jonathan P Smith speak?
Jonathan P Smith speaks English.
Are there real estate services near Jonathan P Smith's office?
Yes, there are several nearby real estate agents like The Rhonda Roberts Homes Team, Melanie Robison - Realtor, and Ron Yankey: Louisville's Realtor, which can be helpful if you're considering property investments alongside financial planning.
What nearby financial services are close to Jonathan P Smith?
Nearby financial services include Encore Wealth Management Group and Advanz Credit Union, which might provide additional financial support or services complementary to Jonathan's offerings.
Are there any educational institutions near Jonathan P Smith's office?
Yes, the Century Real Estate School and The Gardner School of Louisville are nearby, providing educational opportunities that may complement your financial goals, especially in real estate and family planning.
Where can I find more information about Jonathan P Smith's credentials?
More information is available at FINRA's BrokerCheck website, accessible via the provided link for verification of his professional background.