Wealth Management

Jonathan Smith, CFP®

Industry Start



Concordia University Wisconsin, BA

Jon is a Wealth Advisor, delivering a variety of financial planning services to Kovitz’s clients, including retirement planning, tax planning, portfolio construction, and estate plan review. Prior to joining Kovitz in 2021, Jon was a Wealth Advisor at Johnson Financial Group, where he focused on the development and implementation of comprehensive financial plans for high-net-worth clients. In 2011, he received a Bachelor of Arts degree in Secondary Education with a specialization in Mathematics from Concordia University Wisconsin, while competing for the Falcons Men’s Ice Hockey program. Jon has been a CERTIFIED FINANCIAL PLANNER™ since 2018.

He is currently a member of the Madison West Rotary club where he is a past President and now the Treasurer for the organization. Jon lives in Verona, WI with his wife, Kyla and four children, Bailey, Emmersen, Calington, and Adler.  In his free time Jon is an avid hockey fan, golfs, and enjoys spontaneous family fun.