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Jeffrey Smith

13 Years of Experience
Centennial, CO
BrokerSells Insurance

Jeffrey Smith is a registered investment advisor, based in Centennial, CO, with 13 years of industry experience.

Location

7700 E Arapahoe Rd, Suite 110, Centennial, CO, 80112

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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

Jeffrey provides investment advisory services through Householder Group Estate & Retirement Specialist and Wealth Enhancement Advisory Services, spending a significant amount of time on these activities. He is also involved with ECA Marketing Inc. and Wealth Enhancement Group, which includes non-variable insurance activities.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Wealth Enhancement Advisory Services, LLC
November 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLCBroker
July 2022 - June 2025 · 2 yrs 11 mos
Householder Group Estate & Retirement Specialists
July 2022 - November 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - July 2022 · 2 yrs
J.P. Morgan Securities LLC
November 2017 - July 2020 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2020 · 7 yrs 9 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations32 states
AKARAZCACOCTFLGAIAILMAMEMIMNMOMTNCNENJNMNVNYOHOKORSCSDTNTXUTVTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jeffrey Smith - Financial Advisor | TrueAdvisor