Jeffrey Smith, financial advisor Wellesley MA

Jeffrey Smith

CRD Number: 4163198
Current Firm: Peak Financial Management Inc.

Jeffrey Smith (CRD# 4163198) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Peak Financial Management Wellesley, MA Aug 2014 - Current 9
Wellesley Investment Partners, LLC Wellesley, MA Nov 2009 - Aug 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Jeffrey C. Smith
Phone Number: (781) 487-9500
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    405
    MILLIONS
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $274,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, ME, NH, NJ, NY, TX

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