Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephen Smith is an investment advisor representative for Sowell Management, and has been in the industry since June 2006. Smith holds a Series 65 license and is registered with the state of Arkansas. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey Stephen Smith is also the CEO and owner of Smith Family Funeral Homes and Cyrus Works.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AR
08/13/2021 - Present
Sowell Management (NORTH LITTLE ROCK AR)
IA
Issued 08/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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