Jared SmithCRD Number: 4441622
Current Firm: Signator Investors, Inc.
Jared Smith (CRD# 4441622) is an Investment Advisor Representative working at Signator Investors, Inc. in York, PA and has over 16 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Signator Investors, Inc.||York, PA||May 2016 - Current||1|
|Transamerica Financial Advisors,inc.||York, PA||Apr 2007 - Current||10|
|Pruco Securities Corporation||York, PA||Aug 2001 - May 2007||5|
|Prudential Insurance Company||York, PA||Aug 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV