Jordan SmithCRD Number: 5304232
Current Firm: Labrum Wealth Management, LLC
Jordan Smith (CRD# 5304232) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.
Nautilus Advisors LLC
O'reilly Wealth Advisors
Heyman Investment Counseling LLC
|Labrum Wealth Management, LLC||Carlsbad, CA||Sep 2009 - Current||7|
|Gradient Securities, LLC||Arden Hills, MN||Feb 2012 - Nov 2014||2|
|Waveland Capital Partners LLC||Irvine, CA||Aug 2010 - Feb 2012||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2009 - Aug 2010||< 1|
|Morgan Stanley Smith Barney||Rancho Bernardo, CA||Jun 2009 - Sep 2009||< 1|
|Citigroup Global Markets Inc.||San Diego, CA||Jun 2007 - Sep 2009||2|
|Starbucks Coffee Company||San Diego, CA||Mar 2006 - May 2007||1|
|San Diego State University||San Diego, CA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management190MILLIONS
Total Number of Accounts1,425ACCOUNTS
Average Account Value$133,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, HI, LA, NE, NV, TN, TX, UT, VA, WA
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