Nathan Smith joined the Pelorus Financial Group in 2014. He is an Investment Advisor Representative. Nathan holds Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses in many states, including Ohio and Pennsylvania.
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, market research, and 403(b) management. He develops relationships with clients by taking time to understand each client’s goals and concerns. Nathan focuses his efforts as a Financial Advisor on meeting with clients, carrying out research, watching for stock market changes, 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 Education, and has a Master of Arts in Mathematics from Kent State University. Nathan lives in Jefferson with his wife, Mallory, their sons Beckett and Owen and beautiful daughter Emmaline. Nathan actively serves in several local schools as an educator for Junior Achievement, which teaches sound financial principles to junior high students. He is a member of the Jefferson Church of the Nazarene.