Jennifer Isobel Coffey Smith

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-04-10
CA	RA	APPROVED	2026-04-09

CT RA
APPROVED

Since 2026-04-10
CA RA
APPROVED

Since 2026-04-09

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

1100 Larkspur Landing Circle Suite 355, Larkspur, CA 94939 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Connections Group, Inc	Corte Madera	CA	11/2013	04/2026
Apella Wealth	West Hartford	CT	04/2026	Present

11/2013 → 04/2026

Financial Connections Group, Inc

Corte Madera, CA
04/2026 → Present

Apella Wealth

West Hartford, CT

Previous Registrations

2013-12-05 → 2026-05-05

Financial Connections Group, Inc.

Larkspur, CA

Corte Madera, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-07-07

S63 Uniform Securities Agent State Law Examination

2004-07-07

Designations

Certified Financial Planner

Other Names

Jennifer Isobel Smith
Jennifer Isobel Coffey

View on SEC IAPD