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Inactive

Jessica Jo Smith

Vitality Wealth

Idaho Falls, ID

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Current Employers
Vitality Wealth

1075 S. Utah Ave. Suite 354, Idaho Falls, ID 83402 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-11
  • ID RA
    APPROVED
    Since 2025-06-11

Branch Locations

1075 S. Utah Ave. Suite 354, Idaho Falls, ID 83402 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perspective Wealth Partners Boise ID 01/2022 08/2025
American Tax And Financial Planners Colorado Springs CO 01/2021 01/2022
Tronconi Segarra And Associates Buffaflo NY 09/2020 01/2021
Hickman Land Title Associates Logan UT 09/2019 05/2020
Vitality Wealth Llc Meridian ID 12/2024 Present
Boise State University Boise ID 08/2019 08/2020
Target Port Saint Lucie FL 06/2019 08/2019
Utah State University Logan UT 08/2017 05/2019
Bonneville High School Idaho Falls ID 01/2015 06/2017
  • 01/2022 → 08/2025
    Perspective Wealth Partners
    Boise, ID
  • 01/2021 → 01/2022
    American Tax And Financial Planners
    Colorado Springs, CO
  • 09/2020 → 01/2021
    Tronconi Segarra And Associates
    Buffaflo, NY
  • 09/2019 → 05/2020
    Hickman Land Title Associates
    Logan, UT
  • 12/2024 → Present
    Vitality Wealth Llc
    Meridian, ID
  • 08/2019 → 08/2020
    Boise State University
    Boise, ID
  • 06/2019 → 08/2019
    Target
    Port Saint Lucie, FL
  • 08/2017 → 05/2019
    Utah State University
    Logan, UT
  • 01/2015 → 06/2017
    Bonneville High School
    Idaho Falls, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-10
  • S65 Uniform Investment Adviser Law Examination
    2022-03-10
Designations
Other Names
  • Jessica Jo Donahoo

View on SEC IAPD

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MELISSA DAVIS
James Randy Smith
BRIAN RONALD NELSON
BLAYNE ALLEN ANDERSEN

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
ARKADIOS WEALTH ADVISORS · Idaho Falls, ID
COOPER NORMAN WEALTH, LLC · IDAHO FALLS, ID

More in Idaho Falls, ID

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