Jennifer SmithCRD Number: 4471166
Current Firm: Cambridge Investment Research Advisors, Inc.
Jennifer Smith (CRD# 4471166) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aitkin, MN and has over 16 years of experience in the finance industry.
Midwest Professional Planners, Ltd.
Securian Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2017 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2017 - Current||1|
|Wells Fargo Clearing Services, LLC||Brainerd, MN||Nov 2016 - Mar 2017||< 1|
|Wells Fargo Advisors LLC||Brainerd, MN||Jan 2011 - Nov 2016||5|
|Wells Fargo Investments LLC||Pequot Lakes, MN||Apr 2001 - Jan 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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, WY