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Jeremy Allen Smith

Baker Tilly Wealth Management, LLC

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About Jeremy Allen Smith

Jeremy Allen Smith is a financial advisor registered in Arizona. Jeremy Allen Smith is currently employed with Baker Tilly Wealth Management, LLC and has been with the firm since 2022. Previously, Jeremy Allen Smith was with INDEPENDENT FINANCIAL GROUP, LLC, from 2009 to 2019. Jeremy Allen Smith holds the Series 66, SIE, and Series 7 licenses. Jeremy Allen Smith is licensed to provide financial services in Arizona. Jeremy Allen Smith is a specialist in the following areas: investment consulting, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Jeremy Smith is currently registered with Baker Tilly Wealth Management, LLC. Baker Tilly Wealth Management, LLC is an investment advisor registered with the SEC and headquartered in Madison, WI. They provide investment consulting, financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. The firm manages over $4.4 billion in assets and has a team of 26 licensed professionals.
Baker Tilly Wealth Management, LLC

4807 INNOVATE LANE

MADISON, WI 53718

$4.41B

Assets Under Management

23

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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.

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investment consulting

Investment consulting

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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Jeremy Smith’s Registration & Firm History

AZ

01/10/2023 - Present

Baker Tilly Wealth Management, LLC (Tempe AZ)

AZ

01/16/2009 - 05/28/2019

INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 02/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Allen Smith.
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