Jeffrey Brian Smith

Employer firm

The Retirement Smith LLC CRD 312623

$18.2M regulatory AUM 155 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2002 → Present
  The Insurance Smith Agency Llc
  Fredericksburg, VA
• 12/2017 → 02/2021
  Gradient Advisors, Llc
  Arden Hills, MN
• 07/2019 → Present
  The Retirement Smith Llc
  Fredericksburg, VA
• 07/2021 → Present
  Michah Creek Farm Llc
  Fredricksburg, VA

Previous Registrations

• 2017-12-14 → 2021-03-26
  Gradient Advisors, Llc
  Fredericksburg, VA
  Arden Hills, MN
  Fredricksburg, VA
  Fredericksburg, VA

Other Businesses

THE INSURANCE SMITH AGENCY LLC - INSURANCE AGENT/PRESIDENT - LIFE, ANNUITY AND AUTO/HOME - 1122 CAROLINE STREET, FREDERICKSBURG, VA 22401 - START DATE: 10/2002 - 160 HOURS/MONTH MICHAH CREEK FARM LLC; NOT INV REL; OWNER/LAND DEVELOPMENT; FREDRICKSBURG, VA; START 07/2021; MINIMAL TIME SPENT IN THIS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-25

Other Names

• Jeff Smith
• Jeffrey Smith