Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Blair Smith is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Spokane, Washington. Jared has been in the financial industry for over 25 years. He holds a Series 7, Series 63, and Series 65 license. Jared is also a Registered Investment Advisor in several states. Jared is passionate about providing comprehensive financial planning services to individuals, families, and businesses. Jared’s previous employment history includes positions with BANC OF AMERICA INVESTMENT SERVICES, INC. and WM FINANCIAL SERVICES, INC. Jared is also the owner of J&K SMITH PROPERTIES LLC, a Liberty Lake, WA based property investment company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPOKANE WA)
WA
11/28/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPOKANE WA)
CA
10/24/1997 - 11/15/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 03/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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