Jay Smith
Jay Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, MI, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
28 South Washington, Suite 204, Oxford, MI, 48371
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is a partner in Evergreen Caapital 32 LLC, which holds the real estate for his practice. He also works as an agent for Jackson National and North American Life, dealing with fixed life insurance renewals and policies, dedicating minimal time to these insurance activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
E.I. Sales, INC.Broker
State Registrations34 states
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