Jeremy Smith (CRD# 5736929) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 14 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Wealth Advisors | Lakewood Ranch, FL | Apr 2015 - Current | 9 |
| Rudd Asset Management | Sarasota, FL | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- FL
-
Total Assets Under Management188MILLIONS
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$373,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, PA, TX
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