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Jeffrey Dean Smith

Mercer Global Advisors Inc.

Westerville, OH

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-04-16
PA RA APPROVED 2026-04-16
OH RA APPROVED 2024-01-25
  • IN RA
    APPROVED
    Since 2026-04-16
  • PA RA
    APPROVED
    Since 2026-04-16
  • OH RA
    APPROVED
    Since 2024-01-25

Branch Locations

600 N. Cleveland Avenue Suite 140, Westerville, OH 43082 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Pnc Wealth Management Columbus OH 10/2010 02/2017
Mercer Global Advisors Inc. Westerville OH 01/2024 Present
Unemployed Columbus OH 07/2023 01/2024
Keybank Columbus OH 02/2017 07/2023
  • 10/2010 → 02/2017
    Pnc Wealth Management
    Columbus, OH
  • 01/2024 → Present
    Mercer Global Advisors Inc.
    Westerville, OH
  • 07/2023 → 01/2024
    Unemployed
    Columbus, OH
  • 02/2017 → 07/2023
    Keybank
    Columbus, OH
Previous Registrations
  • 2011-02-08 → 2011-09-01
    Smith Wealth Planning, Llc
    Columbus, OH
  • 2006-07-21 → 2009-07-07
    Budros, Ruhlin & Roe
    Columbus, OH
  • 1996-06-18 → 2005-12-05
    Waller Financial Planning Group Inc
    Columbus, OH
  • 1999-08-19 → 2004-10-01
    Osaic Wealth, Inc.
    Columbus, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-13
  • S63 Uniform Securities Agent State Law Examination
    1994-12-13
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
LPL FINANCIAL LLC · Westerville, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WESTERVILLE, OH

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