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Jamison Foster Smith

EWA, LLC

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About Jamison Foster Smith

Jamison Foster Smith is an Investment Advisor Representative (IAR) with EWA, LLC in Pittsburgh, PA. Jamison is a licensed Investment Advisor Representative in Pennsylvania. Prior to joining EWA, LLC, Jamison was employed with Northwestern Mutual Investment Services, LLC from 2019 to 2020, where Jamison held a Series 63 and Series 6TO licenses. Jamison has a degree from Wheeling Jesuit University. EWA, LLC is a firm that manages approximately $408 million in assets and provides financial planning, portfolio management for individuals and educational seminars.

Firm Information

Jamison Smith is currently registered with EWA, LLC. EWA, LLC is a registered investment advisor based in Pittsburgh, PA. With over 408 million in regulatory assets under management, the firm provides financial planning and portfolio management services to both individuals and high-net-worth individuals. EWA, LLC offers educational seminars and participates in wrap fee programs.
EWA, LLC

381 MANSFIELD AVE

PITTSBURGH, PA 15220

$408.12M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamison Smith’s Registration & Firm History

PA

05/06/2021 - Present

EWA, LLC (PITTSBURGH PA)

PA

10/07/2019 - 08/26/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Seven Fields PA)

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Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamison Foster Smith.
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