Jeffrey SmithCRD Number: 2013441
Current Firm: Wells Fargo Advisors, LLC
Jeffrey Smith (CRD# 2013441) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Wyomissing, PA and has over 27 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Wells Fargo Advisors LLC||Wyomissing, PA||May 2014 - Current||3|
|Morgan Stanley Smith Barney||Wyomissing, PA||Jun 2009 - May 2014||4|
|Morgan Stanley & Company, Incorporated||Wyomissing, PA||Apr 2007 - May 2014||7|
|Morgan Stanley Dw Inc.||Wyomissing, PA||Nov 1993 - Apr 2007||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)