Jordan Smith is a registered investment advisor, based in Lakewood, CO, with 17 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1746 Cole Boulevard, Lakewood, CO, 80401
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Regulatory History (3)
Regulatory
April 2016Regulatory
September 2015Criminal
July 1995Other Business ActivitiesSells Insurance
Jordan may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Jordan also owns Smerety Holdings LLC (investment property) and Kinber Holdings (legal entity receiving compensation), dedicating minimal time to Smerety Holdings and about half their time or more to Kinber Holdings.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations27 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.
Exams
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