Forrest Matthew Smith

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2014 → Present
  Raymond James Financial Services, Inc
  Metairie, LA
• 05/2010 → Present
  Eagle Janitorial Services
  Perkinston, MS
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Metairie, LA
• 05/2017 → Present
  Planning & Investment Centers, Inc.
  Metairie, LA

Other Businesses

(1) Name of Business: M Wealth Advisors Address: 1 Galleria Blvd Ste 735, Metairie, LA, 70001-7522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a support company/DBA (2) Name of Business: Planning & Investment Centers, Inc Address: 1 Galleria Blvd Ste 735, Metairie, LA, 70001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04

Designations

• Certified Financial Planner