Jordan Stephen Smith

Current Employers

Employment History

• 07/2008 → 04/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2008 → 04/2026
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 04/2015 → 04/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Lakewood, CO
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Lakewood, CO

Previous Registrations

• 2015-03-03 → 2026-04-05
  Northwestern Mutual Investment Services, Llc
  Denver, CO
  Broomfield, CO
  Lakewood, CO

Other Businesses

(1)Name of Business: Address: 1746 Cole Blvd Ste 310, Lakewood , CO, 80401, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/28/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: selling life, LTD, and LTC insurance to clients as needed.\n (2)Name of Business: Address: 400 Baker Dr, Winter Park, CO, 80482, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/20/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: KinBer Holdings Llc Address: 1746 Cole Blvd Ste 310\nPrimary FA, Lakewood , CO, 80401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Founder, Owner\n\nThis is my s corp for my practice. I am the sole owner. It is for revenue and tax purposes, it is not a client facing activity.\n (4)Name of Business: Zenith Wealth Concepts Address: 1746 Cole Blvd Ste 310, Lakewood , CO, 80401, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/16/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is a DBA for my practice. I am the owner of the practice and a wealth management advisor. Meet with clients to discuss financial planning, investments and insurance recommendations.\n (5)Name of Business: Zenith Wealth Partners Address: 1746 Cole Blvd Ste 310, Lakewood , CO, 80401, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Majority owner (90%). Comprehensive financial planning and asset management.\n

Exams

• S66 Uniform Combined State Law Examination
  2015-02-28
• S63 Uniform Securities Agent State Law Examination
  2009-05-14