Jamie Lanay Smith

Employer firm

First Financial Coaching, Inc. CRD 152070

$671M regulatory AUM

Reported services (Item 5G)

• Selection of other advisers
• Educational seminars
• FINANCIAL ANALYSIS

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

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

Current Employers

Employment History

• 03/2010 → 07/2025
  Wealth Strategies, Inc.
  Buda, TX
• 08/2024 → 07/2025
  Osaic Wealth, Inc.
  Peachtree, GA
• 07/2025 → Present
  First Financial Coaching, Inc.
  Buda, TX

Previous Registrations

• 2024-08-23 → 2025-07-25
  Osaic Wealth, Inc.
  Buda, TX
• 2013-08-14 → 2024-08-23
  Triad Advisors Llc
  Buda, TX

Other Businesses

1) Lonestar Softball Club POSITION: Director; Nature: Travel softball club; INVESTMENT RELATED: No; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1586 Nature View Loop, Driftwood, TX 78619 DESCRIPTION: Scheduling, team creation, coach hiring. 2) JAMIE SMITH POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: Buda TX 78610, United States DESCRIPTION: owner of rental home, tenants, pay rent, schedule repair 3) JKCW CONSULTING LLC POSITION: manager/owner NATURE: insurance sales/consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 1586 NATURE VIEW LOOP, DRIFTWOOD TX 78619, United States DESCRIPTION: bookkeeping and bill pay, I do not get paid personally, I only run the back end of the business (bill pay, bookkeeping, etc) 4) COMMON CENTS CEO POSITION: owner NATURE: Brand/podcast/content creator INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2023 ADDRESS: 1586 NATURE VIEW LOOP, DRIFTWOOD TX 78619, United States DESCRIPTION: Content creator/talent

Exams

• S66 Uniform Combined State Law Examination
  2013-07-29

Other Names

• Jamie Lanay Walker