# Jeffrey Smith

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-12-02 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-08-23 | 2021-10-06 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2007-10-17 | 2008-01-29 | — |
| [1ST GLOBAL ADVISORS INC](https://search.stillhousedata.com/firm/111133) | 2004-11-04 | 2007-10-31 | — |
| [MONY SECURITIES CORPORATION](https://search.stillhousedata.com/firm/4386) | 2003-12-02 | 2004-11-05 | — |
| [TRUSTED SECURITIES ADVISORS CORP.](https://search.stillhousedata.com/firm/24049) | 2003-09-11 | 2003-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4623685)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4623685.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.