Jeffrey Smith, financial advisor Coeur d'Alene ID

Jeffrey Smith

CRD Number: 3127407
Current Firm: Raymond James & Associates, Inc.

Jeffrey Smith (CRD# 3127407) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Coeur D'alene, ID May 2020 - Current 3
Bank Of America, N.a. Coeur D'alene, ID Jan 2015 - May 2020 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coeur D'alene, ID Sep 2014 - May 2020 5
Edward D. Jones & Company, LP Coeur D'alene, ID Aug 1998 - Sep 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Jeffrey L. Smith
Phone Number: 727-567-1000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, WY

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