Jill Elizabeth Smith

Current Employers

Employment History

• 06/2026 → Present
  Lpl Financial Llc
  Plymouth, MN
• 01/2014 → 02/2018
  Foresters Financial Services, Inc.
  Beaverton, OR
• 02/2018 → 09/2020
  Lpl Financial, Llc
  Lake Oswego, OR
• 09/2020 → 09/2023
  Sagepoint Financial, Inc.
  Lake Oswego, OR
• 09/2023 → 06/2026
  Osaic Wealth, Inc.
  Lake Oswego, OR
• 06/2026 → Present
  Vpwm Advisors Llc
  Plymouth, MN
• 02/2025 → Present
  Jill Elizabeth Smith, Sole Proprietor
  Plymouth, MN

Previous Registrations

• 2023-09-01 → 2026-06-04
  Osaic Wealth, Inc.
  Lake Oswego, OR
  Maple Grove, MN
• 2020-09-01 → 2023-09-01
  Osaic Services, Inc.
  Lake Oswego, OR

Other Businesses

1. 6/2026 - Vantage Point Wealth Management - Non-Variable Insurance - INV REL - 1 Hour(s)/Month – 1 Hour(s) During Trading - Plymouth MN 55441 - OBA Start date: 06/08/2026 2. 6/2026 - Vantage Point Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 168 Hour(s)/Month – 147 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/8/2026 3. 06/17/2026 - Vantage Point Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 168 hours per month/ 147 hours during trading 4. 06/17/2026 - VPWM Advisors LLC - Registered Investment Advisor Hybrid- Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 168 hours per month/ 147 hours during trading - I provide investment advisory services through VPWM Advisors LLC, an independent investment advisor firm. I started this business activity in 06/2026. I expect to spend approximately 168 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-26
• S63 Uniform Securities Agent State Law Examination
  2014-01-31

Designations

Other Names

• Jill Elizabeth Costain
• Jill Elizabeth Asay
• Elizabeth Smith