JEFFREY CHARLES SMITH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with PEAK FINANCIAL MANAGEMENT INC.
| Firm | From | To | Current |
|---|---|---|---|
| PEAK FINANCIAL MANAGEMENT INC | 2014-09-29 | present | Yes |
| WELLESLEY INVESTMENT PARTNERS, LLC | 2010-01-14 | 2014-08-22 | — |
| BEAUMONT FINANCIAL PARTNERS LLC | 2005-05-12 | 2009-12-04 | — |
| STRATEGIC ADVISERS LLC | 2003-06-13 | 2005-03-24 | — |