James Owen Smith

Current Employers

Employment History

• 10/2025 → Present
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Cincinnati, OH
• 09/2025 → 09/2025
  Unemployed
  Taylor Mill, KY
• 03/2025 → 08/2025
  Strategic Advisers Llc
  Covington, KY
• 06/2021 → 08/2025
  Fidelity Brokerage Services Llc
  Covington, KY
• 06/2021 → 08/2025
  Fidelity Investments
  Covington, KY
• 06/2019 → 02/2022
  Great American Ins Group
  Cincinnati, OH
• 09/2018 → 05/2019
  Unemployed
  Cincinnati, OH
• 05/2018 → 08/2018
  Smith-Feike-Minton Ins Inc
  Cincinnati, OH
• 09/2017 → 04/2018
  Unemployed
  Cincinnati, OH
• 07/2016 → 08/2017
  Smith-Feike-Minton Ins Inc
  Cincinnati, OH

Previous Registrations

• 2025-03-31 → 2025-08-28
  Strategic Advisers Llc
  Taylor Mill, KY
  Covington, KY
  Boston, MA
• 2023-08-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

Entity Name: Smith-Feike-Minton Inc. Investment related: No "Address: 2333 Rombach Ave, Wilmington, OH 45177 sfminsurance.com" Nature of the other business: Financial Services Position/Title/Relationship: Board Member Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as a board member for Smith-Feike-Minton, Inc., a privately held independent insurance agency owned by my family and headquartered in Ohio. My role is advisory by nature, and I do not receive any compensation, financial incentives, or equity for this position. My involvement is based solely on a commitment to the company's mission and strategic oversight as a non-compensated board member.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2021-11-01

Other Names

• James Owen Smith
• Owen Smith
• James Smith