Jonathan Smith is a seasoned financial advisor with a passion for helping clients navigate their financial journey and achieve long-term success. With a career spanning three decades, Jonathan has built a reputation for delivering meaningful impact in the lives of his clients by providing comprehensive financial planning, sophisticated investment strategies, and proven risk management solutions.

Committed to making a profound difference in his clients’ financial lives, Jonathan takes great satisfaction in developing deep, meaningful relationships with clients; helping them meet financial goals and supporting them through life’s transitions. Using an approach that combines in-depth market research, robust investment planning tools, and customized financial strategies, Jonathan focuses on delivering a tailored, well-rounded set of solutions. As a trusted confidant and strategic partner, he enjoys supporting his clients as they work to build wealth for their families and navigate complex financial decisions.

Reflecting his extensive technical, market and planning expertise, Jonathan is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. He graduated from the University of California at Santa Cruz in 1992 and has been an active member of the Financial Planning Association and the Investments and Wealth Institute (“IWI”) for over twenty years.

Jonathan and his wife have two children and reside in San Anselmo, California. As time allows they enjoy hiking, skiing and playing golf. They are also deeply and directly dedicated to the Fragile X Syndrome community and the National Fragile X Foundation.

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.