JAMES MATTHEW SMITH is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-12-11 | 2025-09-05 | — |
| SUMMIT FINANCIAL GROUP INC | 2018-05-30 | 2020-05-20 | — |
| AVANTAX ADVISORY SERVICES | 2017-07-07 | 2018-06-08 | — |