Jared Peyton Smith

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-12
TX	RA	APPROVED_RES	2025-08-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	11/2021	01/2022
Indiana University	Bloomington	IN	08/2017	05/2021
Elmwood Country Club	White Plains	NY	06/2015	09/2017
Arcadia Floral	Memoranack	NY	04/2017	09/2017
Ardsley Day Camp	Ardsley	NY	05/2018	08/2018
Lerner And Sipkin, Llc	New York	NY	05/2019	08/2019
Cedarview Management	Bloomington	IN	06/2020	09/2020
Campus Recreational Sports	Bloomington	NY	03/2019	06/2021
Unemployed	Nashville	TN	07/2021	10/2021
Citigroup	New York	NY	02/2022	07/2025
O'NEill School Of Public And Environmental Affairs	Bloomington	IN	03/2019	06/2021
J.P. Morgan Securities Llc	New York	NY	07/2025	Present
Jpmorgan Chase Bank, N.A.	New York	NY	07/2025	Present

11/2021 → 01/2022

Equitable Advisors, Llc

New York, NY
08/2017 → 05/2021

Indiana University

Bloomington, IN
06/2015 → 09/2017

Elmwood Country Club

White Plains, NY
04/2017 → 09/2017

Arcadia Floral

Memoranack, NY
05/2018 → 08/2018

Ardsley Day Camp

Ardsley, NY
05/2019 → 08/2019

Lerner And Sipkin, Llc

New York, NY
06/2020 → 09/2020

Cedarview Management

Bloomington, IN
03/2019 → 06/2021

Campus Recreational Sports

Bloomington, NY
07/2021 → 10/2021

Unemployed

Nashville, TN
02/2022 → 07/2025

Citigroup

New York, NY
03/2019 → 06/2021

O'NEill School Of Public And Environmental Affairs

Bloomington, IN
07/2025 → Present

J.P. Morgan Securities Llc

New York, NY
07/2025 → Present

Jpmorgan Chase Bank, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-01

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