Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Timothy Smith is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc.. Jordan Smith is registered with FINRA (Financial Industry Regulatory Authority) and has passed the Series 7, Series 9, Series 10 and Series 66 exams. Jordan Smith has been working in the financial industry since 2016 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jordan Smith also owns and operates Smith Wealth Advisory Group, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
FL
02/19/2016 - 04/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 03/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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