Jessica Smith (CRD# 7614152) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 2 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perspective Wealth Partners | Boise, ID | Jan 2022 - Current | 2 |
| American Tax And Financial Planners | Colorado Springs, CO | Jan 2021 - Jan 2022 | 1 |
| Tronconi Segarra And Associates | Buffaflo, NY | Sep 2020 - Jan 2021 | < 1 |
| Unemployed | Buffalo, NY | May 2020 - Sep 2020 | < 1 |
| Hickman Land Title Associates | Logan, UT | Sep 2019 - May 2020 | < 1 |
| Unemployed | Idaho Falls, ID | Jan 2012 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- ID
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts249ACCOUNTS
-
Average Account Value$2,315,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX, WA
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