Jordan Allen Smith

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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 → 12/2021
  Hawks Landing Golf Club
  Verona, WI
• 08/2015 → 12/2021
  University Of Wisconsin-Madison
  Madison, WI
• 05/2021 → 09/2021
  Kock Financial
  Madison, WI
• 01/2021 → Present
  Kock Financial
  Madison, WI
• 05/2021 → 06/2023
  Commonwealth Financial Network
  Waltham, MA
• 06/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-24

Other Names

• Jordan Smith