Jeffrey Smith, financial advisor Windsor CT

Jeffrey Smith

CRD Number: 5900988
Current Firm: Parker Wealth Management, LLC

Jeffrey Smith (CRD# 5900988) is an Investment Advisor Representative working at Parker Wealth Management, LLC in Windsor, CT and has over 13 years of experience in the finance industry. Jeffrey Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Parker Wealth Management, LLC Windsor, CT Apr 2011 - Current 12
Mbo Partners Hartford, CT Oct 2011 - Dec 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Jeffrey P. Smith
Phone Number: 860-432-5802
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $255,000
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

CT

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