Jeffrey SmithCRD 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 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2009 - Current||8|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2009 - Current||8|
|Jeffrey Smith (contractor)||Pottstown, PA||Jan 1997 - Current||20|
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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