Jack Smith (CRD# 7529569) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Mar 2022 - Current | 2 |
| Ifs Financial Services | Cincinnati, OH | Mar 2022 - Current | 2 |
| Marcus & Millichap | Charlotte, NC | Jun 2021 - Feb 2022 | < 1 |
| Flagship Properties | Greenville, SC | May 2018 - Jun 2021 | 3 |
| Furman University | Greenville, SC | May 2017 - May 2021 | 4 |
| First Bank Of The Lake | Greenville, SC | Jan 2021 - Apr 2021 | < 1 |
| Community Works Carolina | Greenville, SC | Jun 2020 - Aug 2020 | < 1 |
| Greenville Housing Fund | Greenville, SC | Jun 2020 - Aug 2020 | < 1 |
| Kreab Worldwide | Brussels, | Jan 2020 - Mar 2020 | < 1 |
| Collegiate Home Enhancers | Greenville, SC | May 2019 - Aug 2019 | < 1 |
| Furman Career Center | Greenville, SC | Aug 2018 - Oct 2018 | < 1 |
| Ymca Camp Greenville | Greenville, SC | May 2017 - Aug 2017 | < 1 |
| Shannon Forest Christian School | Greenville, SC | Aug 2010 - May 2017 | 6 |
| Ace Hardware | Greenville, SC | May 2016 - May 2016 | < 1 |
| The Office Centers | Greenville, SC | May 2015 - May 2015 | < 1 |
| Sweetwater Pools | Greenville, SC | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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