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Michael R Smith

Jmac Enterprises LLC

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About Michael R Smith

Michael R Smith is a financial advisor with over 15 years of experience in the industry. Michael has been registered with the state of Pennsylvania since 2006. He is a Certified Financial Planner (CFP) and is currently registered with two firms: Jmac Enterprises LLC and PW Nova Financial Services LLC. Michael specializes in financial planning, investment management, and retirement planning. He is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Michael Smith is currently registered with Jmac Enterprises LLC. Jmac Enterprises LLC is an investment advisory firm headquartered in Newtown, PA, with a focus on financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $862,789,779 in assets for 1,124 clients. They offer wrap fee programs and have a team of 5 investment advisor representatives.
Jmac Enterprises LLC

201 SOUTH STATE ST

NEWTOWN, PA 18940

$862.79M

Assets Under Management

Not reported

Total Clients

4

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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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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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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Michael Smith’s Registration & Firm History

PA

03/25/2021 - Present

Jmac Enterprises LLC (NEWTOWN PA)

PA

03/23/2018 - 04/29/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWTOWN PA)

PA

08/31/2006 - 03/23/2018

WELLS FARGO CLEARING SERVICES, LLC (YARDLEY PA)

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Licenses & Designations

BOTH

Issued 06/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael R Smith.
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