Jacob Thomas Smail

Employer firm

Demming Financial Services Corp. CRD 120106

$676M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2018 → 05/2020
  Saint Vincent College
  Latrobe, PA
• 11/2017 → 12/2019
  Best Buy
  Greensburg, PA
• 02/2021 → Present
  Demming Financial Services Corp.
  Aurora, OH
• 05/2020 → 01/2021
  Unemployed
  Greensburg, PA
• 01/2013 → 10/2017
  Unemployed
  Greensburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-19

Designations

• Certified Financial Planner

Other Names

• Jake Smail