Jennifer Coffey Smith, financial advisor Corte Madera CA

Jennifer Coffey Smith

CRD Number: 4708205
Current Firm: Financial Connections Group, Inc.

Jennifer Coffey Smith (CRD# 4708205) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has over 19 years of experience in the finance industry. Jennifer Coffey Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Connections Group, Inc. Corte Madera, CA Nov 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jennifer I. Coffey Smith
Phone Number: 415-924-1091
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    427
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $483,258
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, OR, TX

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