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Jeffrey Michael Smith

&Partners

Redington Beach, FL

Clayton, MO

Wyomissing, PA

CRD 2013441

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-27
PA RA APPROVED 2025-10-24
TX RA APPROVED 2025-10-24
  • FL RA
    APPROVED
    Since 2025-10-27
  • PA RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-10-24

Branch Locations

Redington Beach, FL • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

999 Berkshire Blvd. Suite 160, Wyomissing, PA 19610 • 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
Wells Fargo Advisors Llc Wyomissing PA 05/2014 11/2016
Wells Fargo Clearing Services, Llc Wyomissing PA 11/2016 10/2025
&Partners Nashville TN 10/2025 Present
Previous Registrations
  • 2014-05-23 → 2025-10-29
    Wells Fargo Clearing Services, Llc
    Wyomissing, PA
    Redington Beach, FL
    Charleston, SC
  • 2009-06-01 → 2014-06-02
    Morgan Stanley
    Wyomissing, PA
    Wyomissing, PA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Wyomissing, PA
  • 2006-03-06 → 2007-04-02
    Morgan Stanley Dw Inc.
    Wyomissing, PA
    Wyomissing, PA
Other Businesses

CO-TRUSTEE FOR FATHER'S TRUSTS; INVESTMENT RELATED; WYOMISSING, PA; START DATE 5/17/1993; 5 HRS PER MONTH; 5 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-27
S63 Uniform Securities Agent State Law Examination 1989-12-19
  • S65 Uniform Investment Adviser Law Examination
    2006-02-27
  • S63 Uniform Securities Agent State Law Examination
    1989-12-19
Other Names
  • Jeff Smith
  • Smitty Smith

View on SEC IAPD

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