Jordan Smith
Jordan Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 10 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
1560 W. Cleveland Street, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan owns residential rental real estate, requiring minimal time. Jordan is also the CEO and President of Smith Wealth Advisory Group, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Darwin Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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