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JL Smith Holistic Wealth Management Employee Directory

Financial ServicesOhio, United States11-50 Employees

JL Smith Holistic Wealth Management is a financial services firm based in Westlake, Ohio, in the Cleveland area. It develops tailored plans covering financial planning, tax management, asset management, protection planning, and legacy planning, guided by fiduciary principles and a commitment to transparency. The firm serves a small to mid-sized client base with leadership drawn from fiduciary advisors and industry thought leaders, and it emphasizes a collaborative, client-focused approach.

Financial planning and investment advisory services are delivered through Prosperity Capital Advisors, an SEC-registered investment advisor. The firm positions itself as a small to mid-sized practice led by fiduciary advisors and industry thought leaders. More information about the firm can be found on its website at jlsmithgroup.com.

Find JL Smith Holistic Wealth Management employees' phone numbers or email addresses

JL Smith Holistic Wealth Management Global Highlights

Location
Employees

North America
70

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  • United States Of America
    70

Europe
12

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  • United Kingdom Of Great Britain And Northern Ireland
    12

Oceania
1

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  • Australia
    1

JL Smith Holistic Wealth Management's Leadership

  • Co-Founder at JL Smith Holistic Wealth Management
    M. S.
    Co-Founder
    Mobile Phone
  • Owner at JL Smith Holistic Wealth Management
    J. S.
    Owner
    Mobile Phone
  • Partner Financial Advisor at JL Smith Holistic Wealth Management
    A. D.
    Partner Financial Advisor
    Mobile Phone
  • Managing Partner at JL Smith Holistic Wealth Management
    D. H.
    Managing Partner
    Mobile Phone
  • Owner at JL Smith Holistic Wealth Management
    W. S.
    Owner
    Mobile Phone
  • Director at JL Smith Holistic Wealth Management
    K. C.
    Director
    Mobile Phone
  • Director Of Operations at JL Smith Holistic Wealth Management
    E. F.
    Director Of Operations
    Mobile Phone
  • Wealth Manager at JL Smith Holistic Wealth Management
    C. G.
    Wealth Manager
    Mobile Phone

JL Smith Holistic Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Business Development
  • Other

Contact profiles from JL Smith Holistic Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at JL Smith Holistic Wealth Management
    J. S.
    Owner
    Mobile Phone
    Sep 11, 2025
  • Partner Financial Advisor at JL Smith Holistic Wealth Management
    A. D.
    Partner Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Managing Partner at JL Smith Holistic Wealth Management
    D. H.
    Managing Partner
    Mobile Phone
    Jun 08, 2026
  • Co-Founder at JL Smith Holistic Wealth Management
    M. S.
    Co-Founder
    Mobile Phone
    Oct 03, 2025
  • Owner at JL Smith Holistic Wealth Management
    W. S.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Director at JL Smith Holistic Wealth Management
    K. C.
    Director
    Mobile Phone
    Hong Kong, Hong Kong
    Jun 24, 2026
  • Director Of Operations at JL Smith Holistic Wealth Management
    E. F.
    Director Of Operations
    Mobile Phone
    Oct 22, 2024
  • Wealth Manager at JL Smith Holistic Wealth Management
    C. G.
    Wealth Manager
    Mobile Phone
    Apr 15, 2026
  • Senior Analyst And Portfolio Manager at JL Smith Holistic Wealth Management
    B. G.
    Senior Analyst And Portfolio Manager
    Mobile Phone
    Oct 16, 2024
  • Pa at JL Smith Holistic Wealth Management
    A. Y.
    Pa
    Mobile Phone
    United Kingdom, England
    Sep 05, 2026

Frequently Asked Questions

What is JL Smith Holistic Wealth Management known for?

Minus sign iconPlus sign iconJL Smith Holistic Wealth Management was founded in 1995 and operates in the Financial Services industry. You can contact JL Smith Holistic Wealth Management's main corporate office by phone at
+1-440-934-****
. Explore JL Smith Holistic Wealth Management's company overview page for more information.

What is JL Smith Holistic Wealth Management's most common email format?

Minus sign iconPlus sign iconJL Smith Holistic Wealth Management employees' email format typically follows the pattern of First@jlsmithgroup.com. Trying to find reliable and up-to-date employee contact data? Find more JL Smith Holistic Wealth Management email formats with LeadIQ.

How many employees does JL Smith Holistic Wealth Management have currently?

Minus sign iconPlus sign iconJL Smith Holistic Wealth Management has approximately 36 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are JL Smith Holistic Wealth Management's key employees and leadership?

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As of August 2026, JL Smith Holistic Wealth Management's key employees include:

  • Co-Founder: M. S.
  • Owner: J. S.
  • Partner Financial Advisor: A. D.
  • Managing Partner: D. H.
  • Owner: W. S.

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