Jeffrey Smith (CRD# 5464232) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux Falls, SD and has over 10 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Palm Beach, FL | Aug 2018 - Current | 5 |
| Us Bank | Palm Beach, FL | Jun 2018 - Current | 5 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Jun 2018 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Aug 2015 - Jun 2018 | 2 |
| Suntrust Bank | Palm Beach, FL | Jul 2015 - Jun 2018 | 2 |
| Fifth Third Securities | W Palm Beach, FL | Jan 2013 - Jul 2015 | 2 |
| Fifth Third Bank | W Palm Beach, FL | Nov 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- FL
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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