Jared Smith
Jared Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
434 Delaware Avenue, Buffalo, NY, 14202
Get directionsHistory
Regulatory History (1)
Criminal
April 2006Other Business Activities
Jared is a minority partner in Bill Pack LLC and Cirocco Smith Group, legal entities processing expenses for his financial planning practice. He is also an officer of JMS Enterprises NY Inc and an independent contractor for Noble Wealth Partners, where he provides financial advisement, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Hsbc Securities (USA) INC.Broker
State Registrations15 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.