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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Taylor Smith is an investment advisor representative currently registered with Opes Wealth Management, LLC in Menlo Park, CA. Jeffrey Smith has been in the industry since 2005 and holds a Series 65 license. Jeffrey Smith is also a Sr. Mortgage Advisor at Crosscountry Mortgage LLC, a role he has held since 2021. Jeffrey Smith's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.
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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CA
04/26/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 06/24/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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