Jeffrey Smith is a registered investment advisor at &partners, based in Redington Beach, FL, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
Redington Beach, FL
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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 Activities
Jeffrey serves as co-trustee for his father's trusts since 1993. This investment-related activity requires minimal time.
Employment History
Current Registrations
&partners
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
State Registrations29 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.