Jade SmithCRD Number: 4453796
Current Firm: Cetera Advisor Networks LLC
Jade Smith (CRD# 4453796) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Wichita, KS and has over 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||3|
|Financial Planning Concepts, Inc.||Wichita, KS||Jan 2005 - Current||12|
|Tower Square Securities||Hartford, CT||Jan 2005 - Aug 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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