Jeffrey Smith, financial advisor El Segundo CA

Jeffrey Smith

CRD Number: 4389122
Current Firm: Omnicap Group LLC

Jeffrey Smith (CRD# 4389122) is an Investment Advisor Representative working at Omnicap Group LLC in El Segundo, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Omnicap Group LLC Hermosa Beach, CA Nov 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Jeffrey S. Smith
Phone Number: 310-318-3091
Firm Website: http://www.omnicap.net
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    3,933
    MILLIONS
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $14,954,335
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, MA, NJ, NY, TX

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