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Jessica Leila Smith

Bankers Life Advisory Services, Inc.

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About Jessica Leila Smith

Jessica Leila Smith is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. Jessica has been in the industry for over 10 years, having previously worked for ProEquities, Inc. Jessica's experience, combined with her Series 66, Series 7, and SIE licenses, make her well-equipped to provide comprehensive financial advice and portfolio management services to individuals and businesses. She is also a licensed agent with Bankers Life & Casualty and offers insurance products such as Medicare Supplement, Annuity, and Equity Indexed Annuity insurance, life insurance, health, and long-term care. Jessica's expertise in the financial and insurance sectors gives her the ability to offer tailored solutions that meet her clients' unique needs.

Firm Information

Jessica Smith is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Jessica Smith’s Registration & Firm History

TN

07/27/2016 - Present

Bankers Life Advisory Services, Inc. (BRENTWOOD TN)

TN

06/21/2013 - 05/26/2016

PROEQUITIES, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 09/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Leila Smith.
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