Nathan Smith joined the Pelorus Wealth Management in 2014. He is an LPL Investment Advisor Representative. Nathan holds Series 7 and Series 66 registrations with LPL Financial, as well as his Life and Health Insurance licenses.
As an active member of the Northeast Ohio community, Nathan is dedicated to helping individuals gain strong financial futures. He specializes in comprehensive financial planning, asset allocation, and market research. He develops relationships with clients by taking time to understand each client’s goals and concerns. Nathan focuses his efforts on meeting with clients, carrying out research, rebalancing client portfolios, and meeting with companies for product insight.
Nathan is a graduate of Grove City College where he earned a Bachelor of Science in Mathematics and Secondary. He earned a Masters in Mathematics from Kent State University in 2013. Nathan lives in Jefferson with his wife, Mallory, their sons Beckett and Owen, and their beautiful daughter Emmaline. He is a member of the Jefferson Church of the Nazarene.
