Jay Smith is a registered investment advisor at Raymond James & Associates, INC., based in Gastonia, NC, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Location
250 South New Hope Rd, Ste C, Gastonia, NC, 28054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations20 states
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