Scott Smith (CRD# 7513471) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harper Woods, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Harper Woods, MI | Aug 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Harper Woods, MI | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison Height, MI | Feb 2022 - Jul 2023 | 1 |
| Bank Of America, N.a. | Madison Heights, MI | Feb 2022 - Jul 2023 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison Height, MI | Feb 2022 - Apr 2022 | < 1 |
| Flagstar Bank | Saint Clair Shores, MI | Jan 2021 - Feb 2022 | 1 |
| Cornerstone Community Financial Credit Union | Sterling Heights, MI | Dec 2019 - Jan 2021 | 1 |
| Ray Laethem Motor Village | Detroit, MI | Aug 2019 - Nov 2019 | < 1 |
| The Apparatus Room | Detroit, MI | May 2018 - Jul 2019 | 1 |
| The Country Club Of Detroit | Grosse Pointe Farms, MI | Apr 2014 - Apr 2018 | 4 |
| The Detroit Athletic Club | Detroit, MI | Oct 2017 - Mar 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MI
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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