# JEFFREY CHARLES SMITH

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PEAK FINANCIAL MANAGEMENT INC](https://search.stillhousedata.com/firm/110559) | 2014-09-29 | present | Yes |
| [WELLESLEY INVESTMENT PARTNERS, LLC](https://search.stillhousedata.com/firm/144984) | 2010-01-14 | 2014-08-22 | — |
| [BEAUMONT FINANCIAL PARTNERS LLC](https://search.stillhousedata.com/firm/108345) | 2005-05-12 | 2009-12-04 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2003-06-13 | 2005-03-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4163198)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4163198.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.