Jacky Smith
Jacky Smith is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Orland Park, IL, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
10310 Orland Parkway, Suite 104, Orland Park, IL, 60467
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Regulatory History (1)
Customer Dispute
July 1994Other Business Activities
Jacky is a board member of the Economic Development Advisory Board in Orland Park, Illinois, assisting with attracting and retaining businesses. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.