Jeffrey Paul Smith

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Conshohocken, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA

Other Businesses

Business Ownership; Vernon Summit Partners, LLC; Partner; Expense paying LLC; 1000 Germantown PikeSuite H-1Plymouth Meeting, PA 19462, ,; Not Investment-Related; 01/01/2012; 1 to 9 hours per month; 0 during trading hours / Vernon Summit Holdings; Partner; Holdings company for real estate property wherein our financial advisory practice operates; 1000 Germantown PikeSuite H-1Plymouth Meeting, PA 19462, ,; Not Investment-Related; 07/01/2018; 1 to 9 hours per month; 0 during trading hours / Lakeside West Partners, LLC; No direct responsibilities; Storage Facility Business; 351 East Conestoga Road, Suite 207, , Wayne, PA, 19087; Not Investment-Related; 12/04/2021; 0 hours per month; 0 during trading hours / Jesmico (Proposed-Entity DNE Yet); Direct Sales and Logistics; Wholesale supply of PPE to businesses in response to Coronavirus.; 108 Waterview Drive, , Jeffersonville, PA, 19403; Not Investment-Related; 05/15/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Arena Strength and Fitness; Co-owner; Gym, DBA CrossFit Conshohocken; 725 D CONSHOHOCKEN ROAD CONSHOHOCKEN, PA 19428, , Conshohocken, PA, 19428; Not Investment-Related; 07/01/2017; 0 hours per month; 0 during trading hours. Board of Directors; The Baby Bureau; Member of Board; 225 Newtown Road Warminster, PA, ,; Not Investment-Related; 03/10/2015; 1 to 9 hours per month; 0 during trading hours / St. Joseph's Preparatory School Board of Governors; Class of 1992 Representative; 1733 Girard Avenue Philadelphia, PA 19130, ,; Not Investment-Related; 10/01/2011; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-11
• S63 Uniform Securities Agent State Law Examination
  1998-04-06

Other Names

• Jeffrey P Smith