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Jonathan D. Smith

Patrick Capital Markets, Llc

Financial Planner in Trabuco Canyon, CA

Address:
23271 Via Dorado
Trabuco Canyon, CA 92679
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About Jonathan D. Smith

Jonathan Smith is a financial professional at Patrick Capital Markets, Llc located in Trabuco Canyon, California. Jonathan Smith holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Jonathan Smith provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jonathan Smith
23271 Via Dorado
Trabuco Canyon, CA 92679

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Website:

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