Jarryd Smith (CRD# 7404962) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbor Light Planning | Wixom, MI | Jun 2021 - Current | 2 |
| Homemaker | Royal Oak, MI | Mar 2021 - Jun 2021 | < 1 |
| Portfolio Solutions | Troy, MI | Aug 2020 - Mar 2021 | < 1 |
| Homemaker | Grosse Pointe Farms, MI | Nov 2019 - Aug 2020 | < 1 |
| Caci International | Washington, DC | Sep 2016 - Nov 2019 | 3 |
| Self-employed | Washington, DC | Apr 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MI
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$302,085
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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