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Justin David Smith

Savant Wealth Management

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About Justin David Smith

Justin David Smith is a financial advisor with Savant Wealth Management, a firm managing over $29 billion in assets for individuals, families, businesses and institutions. Justin has a strong background in financial planning and portfolio management, and is a Certified Financial Planner and Chartered Financial Analyst. Justin has been with Savant Wealth Management since 2019. Prior to joining Savant Wealth Management, Justin worked at J.P. Morgan Securities Inc. and Mercer Allied Company, L.P. Justin is registered to provide investment advice in Arizona and Illinois.

Firm Information

Justin Smith is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

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.

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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Justin Smith’s Registration & Firm History

IL

05/06/2019 - Present

Savant Wealth Management (ROCKFORD IL)

IL

04/09/2009 - 06/23/2009

J.P. MORGAN SECURITIES INC. (WINNETKA IL)

IL

07/25/2006 - 11/24/2008

MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)

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Licenses & Designations

BOTH

Issued 10/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin David Smith.
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