Jeffrey Forbes Smith is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2024-11-01 | present | Yes |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | 2022-07-22 | 2024-11-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-07-22 | 2022-07-25 | — |
| J.P. MORGAN SECURITIES LLC | 2017-11-08 | 2020-07-31 | — |