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Jeffery A Smith

Park Avenue Securities LLC

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About Jeffery A Smith

Jeffery A. Smith is a financial advisor with over 7 years of experience in the financial industry. Smith is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. Jeffery A. Smith is registered to provide investment advisory and brokerage services in 15 states and the District of Columbia. Smith earned the Series 66 and Series 7 licenses in 2016. Smith also holds the SIE and Series 7 certifications. Smith is also a Certified Financial Planner. Smith has a focus on providing financial planning and investment management services to individuals, corporations, and charitable organizations. Smith is a member of the Rotary Club of Troutman and is an Assistant Governor for Rotary District 7680.

Firm Information

Jeffery Smith is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jeffery Smith’s Registration & Firm History

NC

06/24/2016 - Present

Park Avenue Securities LLC (Mooresville NC)

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Licenses & Designations

BOTH

Issued 03/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery A Smith.
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