Jeffrey Smith is a registered investment advisor at Raymond James & Associates, INC., based in Athol, ID, with 27 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Athol, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey owns rental real estate property since 2022, spending minimal time on it. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations26 states
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