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Jennifer Joy Smith

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennifer is an advisory representative of a Registered Investment Advisor (RIA) and spends about 20 hours per week on investment-related activities. She is also an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
April 2025 - Present · 10 mos
Previous Registrations
Triton Wealth
October 2022 - September 2025 · 2 yrs 11 mos
Cambridge Investment Research, INC.Broker
March 2017 - January 2023 · 5 yrs 10 mos
Cambridge Investment Research Advisors, INC.
March 2017 - December 2022 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2014 - March 2017 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2017 · 6 yrs 2 mos
Wells Fargo Investments, LLCBroker
November 2001 - January 2011 · 9 yrs 2 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.