Jesse A Smith

Current Employers

Employment History

• 12/2013 → Present
  West Coast Financial
  Lutz, FL
• 12/2013 → Present
  Lincoln Investment Planning
  Wyncote, PA

Other Businesses

EQUISTAR CAPITAL GROUP, LLC POSITION: COO NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Handle administrative functions of a real estate LLC. Insurance Position: Insurance Agent Nature: Insurance & Fixed Annuity Sales Investment Related: Yes Hours: 8 Securities Trading Hours: 4 Start Date: 9/1/2014 Address: 16241 N Florida Ave , Lutz, FL 33549 Description: Sell life insurance, medicare and fixed annuities. WEST COAST FINANCIAL GROUP POSITION: COO, Co-Owner NATURE: Insurance/Business Development INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2014 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Assist with insurance related sales, paperwork, licensing. Also help with business administration and IT work. Oversite of other advisors TWIN PILLARS REAL ESTATE LLC Position: Managing Member Nature: Real Estate - Office/Commercial Property Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2026 Address: 16241 N Florida Ave Lutz, Florida 33549 Description: Administrative filings

Exams

• S66 Uniform Combined State Law Examination
  2014-05-14

Other Names

• Jesse Andrew Smith