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Jennifer Rae Smith

Schwab Wealth Advisory, Inc.

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About Jennifer Rae Smith

Jennifer Rae Smith is an investment advisor representative with Schwab Wealth Advisory, Inc., registered in Colorado and Texas. Jennifer has been in the industry since January 24, 2002, and has held various roles including working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer has earned the Series 63, Series 65, Series 7 and SIE licenses. Jennifer's current affiliations include Schwab Wealth Advisory, Inc. in Lone Tree, Colorado.

Firm Information

Jennifer Smith is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jennifer Smith’s Registration & Firm History

CO

01/10/2021 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

03/15/2006 - 05/25/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)

NY

01/19/2001 - 04/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/30/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jennifer Rae Smith.
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