Jeffrey Smith is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2021-12-02 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-08-23 | 2021-10-06 | — |
| LPL FINANCIAL LLC | 2007-10-17 | 2008-01-29 | — |
| 1ST GLOBAL ADVISORS INC | 2004-11-04 | 2007-10-31 | — |
| MONY SECURITIES CORPORATION | 2003-12-02 | 2004-11-05 | — |
| TRUSTED SECURITIES ADVISORS CORP. | 2003-09-11 | 2003-12-02 | — |