Jeffrey Taylor Smith

Employer firm

Opes Wealth Management, LLC CRD 299704

$822M 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

• 08/2018 → 03/2019
  Tiaa Bank
  Larkspur, CA
• 04/2019 → 02/2021
  Wells Fargo Bank
  Larkspur, CA
• 02/2021 → Present
  Crosscountry Mortgage Llc
  Larkspur, CA
• 03/2005 → 08/2018
  Opes Advisors, Inc.
  Palo Alto, CA

Previous Registrations

• 2005-06-27 → 2017-06-08
  Opes Advisors, Inc.
  Larkspur, CA

Other Businesses

Crosscountry Mortgage LLC 1177 Magnolia Avenue, Larkspur, CA 94939 Not Investment Related Mortgage Origination Sr. Mortgage Advisor 2/1/2021 40 hours/week devoted to the other business 7 hours/trading day Originating mortgages

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-24