Jeffrey Stephen Smith

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  North Little Rock Funeral Home
  North Little Rock, AR
• 08/2021 → Present
  Sowell Management
  North Little Rock, AR

Other Businesses

1) Smith Family Funeral Homes; 1921 Main St, North Little Rock, AR 72114; Non-investment related; Funeral Home; CEO and Owner; Starting: 06/2006; Approx. 40 hrs/week during trading hours; this is the primary source of income, CEO, leadership, marketing. 2) Cyrus Works; 1921 Main St, North Little Rock, AR 72114; Non-investment related; third-party services and consulting for funeral homes; CEO and Owner; Starting: 10/2020; Approx. 40 hrs/week during trading hours; this is the primary source of income, CEO, leadership, marketing. 3) Cyrus Life Planning, LLC; 1921 Main St, North Little Rock, AR 72114; investment-related; financial advisor & insurance agent; starting: 07/2021; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 4) AR Insurance License; investment-related; Licensed Insurance Producer with lines of authority to sell life, funeral expense, accident, health & sickness policies; starting 07/2006; the sale of insurance products and policies for a commission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-13

Other Names

• Jeff Stephen Smith