Jared Donlee Smith

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  York, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  York, PA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  York, PA
  Nashville, TN
• 2007-09-14 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Nutley, NJ
  York, PA
  St. Petersburg, FL
  York, PA
  Harrisburg, PA

Other Businesses

1) JARED SMITH POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2007 ADDRESS: 5120 Walters Hatchery Rd., Spring Grove PA 17362 DESCRIPTION: OWNER OF RENTAL PROPERTY, YORK, PA, NOT INVESTMENT-RELATED, MAINTAIN PROPERTY AND COLLECT RENT 2) BASKETBALL COACH POSITION: Freshman Basketball Coach NATURE: Coaching basketball. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 1490 Roth Church Rd., Spring Grove PA 17362, United States DESCRIPTION: Coach basketball. 3) SMITH FINANCIAL GROUP, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2013 ADDRESS: 5120 Walters Hatchery Rd., Spring Grove PA 17362 DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 4) SMITH FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2013 ADDRESS: 5120 Walters Hatchery Rd., Spring Grove PA 17362 DESCRIPTION: Sales/Marketing of Securities, Investment Advisory, and insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-29
• S63 Uniform Securities Agent State Law Examination
  2001-09-04

Other Names

• Jared D Smith