Jessica Smith, financial advisor East Greenwich RI

Jessica Smith

CRD Number: 2888648
Current Firm: Balanced Wealth Management, LLC

Jessica Smith (CRD# 2888648) is an Investment Advisor Representative working at Balanced Wealth Management, LLC in East Greenwich, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Balanced Wealth Management, LLC East Greenwich, RI Feb 2021 - Current 2
O'hara Senior Care East Providence, RI Mar 2019 - Current 4
Touchstone Crystal Cranston, RI Oct 2017 - Current 6
Wickford Wine Company North Kingstown, RI Aug 2020 - Mar 2021 < 1
Metlife Warwick, RI Sep 2005 - May 2018 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2022
Contact Info for Jessica A. Smith
Phone Number: (401) 398-2000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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