Jerrod Smith, financial advisor State College PA
93 score

Jerrod Smith

CRD Number: 5554763
Current Firm: Advice And Planning Services

Jerrod Smith (CRD# 5554763) is an Investment Advisor Representative working at Advice And Planning Services in State College, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa State College, PA Aug 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC State College, PA Aug 2014 - Current 2
Raymond James Financial Services Advisors, Inc. Altoona, PA Apr 2010 - Aug 2014 4
Raymond James Financial Services, Inc. Altoona, PA Jun 2008 - Aug 2014 6
Grove's Office Supply Huntingdon, PA Sep 2007 - Jun 2008 < 1
Juniata College Huntingdon, PA Aug 2004 - May 2008 3
Tuscarora Intermediate Unit 11 Mcveytown, PA Apr 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Jerrod M. Smith
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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