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Inactive

Jacob Ronald Smith

Waldron Private Wealth

Plymouth, MI

Bridgeville, PA

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Current Employers
Waldron Private Wealth

44 Abele Road Suite 400, Bridgeville, PA 15017 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-05
PA RA APPROVED 2025-05-20
  • MI RA
    APPROVED
    Since 2025-08-05
  • PA RA
    APPROVED
    Since 2025-05-20

Branch Locations

177 N. Main Street Suite 200, Plymouth, MI 48170 • United States

44 Abele Road Suite 400, Bridgeville, PA 15017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waldron Private Wealth, Llc Bridgeville PA 02/2025 07/2025
Waldron Private Wealth Bridgeville PA 06/2023 01/2025
Mckinley Carter Wealth Services Wexford PA 05/2022 01/2023
Grove City College Grove City PA 08/2019 05/2023
Seneca Valley High School Harmony PA 08/2015 07/2019
Waldron Private Wealth, Llc Plymouth MI 08/2025 07/2026
Waldron Private Wealth, Llc Plymouth MI 07/2026 Present
  • 02/2025 → 07/2025
    Waldron Private Wealth, Llc
    Bridgeville, PA
  • 06/2023 → 01/2025
    Waldron Private Wealth
    Bridgeville, PA
  • 05/2022 → 01/2023
    Mckinley Carter Wealth Services
    Wexford, PA
  • 08/2019 → 05/2023
    Grove City College
    Grove City, PA
  • 08/2015 → 07/2019
    Seneca Valley High School
    Harmony, PA
  • 08/2025 → 07/2026
    Waldron Private Wealth, Llc
    Plymouth, MI
  • 07/2026 → Present
    Waldron Private Wealth, Llc
    Plymouth, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07
Designations

View on SEC IAPD

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LAURA MICHELLE TREANOR
ANTHONY CHARLES RUDA
Kellan Jackson Landefeld
JAMES D POTTER
JASON Andrew NEWEL

Other Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC · PLYMOUTH, MI
EDWARD JONES · PLYMOUTH, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC. · PLYMOUTH, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PLYMOUTH, MI

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