Jordan Howard Smith

Current Employers

Employment History

• 05/2013 → Present
  Robert Schechter & Associates
  Birmingham, MI
• 05/2013 → 05/2025
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 07/2007 → Present
  Jordan H Smith, P.L.L.C.
  Birmingham, MI
• 05/2022 → Present
  Kingswood Capital Partners, Llc
  Bloomfield Hills, MI
• 06/2025 → Present
  Arax Advisory Partners, Llc
  Denver, CO

Previous Registrations

• 2019-03-11 → 2025-07-11
  Schechter Investment Advisors, Llc
  Birmingham, MI

Other Businesses

1) Jordan H. Smith, P.L.L.C - Not Invested Related - 4016 Fox Lake Drive, Bloomfield Hills, MI 48302 - Legal Practice (Taxa nd Estate Planning) - Manager/Owner - July 2007 - 40 hours - 40 hours - Provide clients with legal and tax advice, drafting legal documents where applicable 2) Robert Schechter & Associates - not investment related - 111 E. Merrill St. Suite 400, Birmingham, MI 48009 - Life Insurance - VP of advanced design - May 2013 - 126 hours - 100 hours - designing transactional structures for clients to use life insurance products to achieve goals 3) Schechter Private Capital, LLC a division of Arax Advisory Partners, LLC - Yes investment related - 111 E. Merrill St. Suite 400, Birmingham, MI 48009 - raising funds for investment in late-stage private companies - 5 hours - 5 hours - discuss SPC investment opportunities with prospective clients & where suitable, refer them to SPC 4) Telemus Capital,Is Investment Related,"Two Towne Square, Suite 800, Southfield, MI, 48076, United States",Registered Investment Advisor,Solicitor,2008-06-24,0 hours per month,0 hours per month during trading hours,Fee Based Compensation,Collect quarterly referral fee for client previously referred to Telemus Capital. 5) "Enlightened Finance, LLC",Is Investment Related,"111 E. Merrill Street, Suite 400, Birmingham, MI, 48009, United States",Registered Investment Advisor,Solicitor,2017-01-01,0 hours per month,0 hours per month during trading hours,Fee Based Compensation,"Referring prospective investment clients to Enlightened Finance, LLC." 6) Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began 09/2022 -hrs per month 1 -hrs during trading hours 0-selling private placements, life insurance, variable universal life

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-29
• S65 Uniform Investment Adviser Law Examination
  2019-03-11