Jeffrey Smith, financial advisor Wyomissing PA
93 score

Jeffrey Smith

CRD Number: 5589133
Current Firm: Cambridge Investment Research Advisors, Inc.

Jeffrey Smith (CRD# 5589133) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wyomissing, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2009 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2009 - Current 7
Jeffrey Smith (contractor) Pottstown, PA Jan 1997 - Current 19
Mutual Service Corporation Wyomissing, PA Oct 2008 - Aug 2009 < 1
Unemployed Pottstown, PA Jan 2008 - Jul 2008 < 1
Borough Of Pottstown Pottstown, PA Jul 2000 - Jan 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jeffrey D. Smith
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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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