JEFFREY DEAN SMITH is an investment adviser representative (IAR) with state registration records since 1996, appearing at 5 firms. Currently registered with MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2024-01-25 | present | Yes |
| SMITH WEALTH PLANNING, LLC | 2011-02-08 | 2011-09-01 | — |
| BUDROS, RUHLIN & ROE | 2006-07-21 | 2009-07-07 | — |
| OSAIC WEALTH, INC. | 1999-08-19 | 2004-10-01 | — |
| WALLER FINANCIAL PLANNING GROUP INC | 1996-06-18 | 2005-12-05 | — |