Reginald J Smith

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

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

Current Employers

Employment History

• 04/2026 → Present
  Zacks Investment Management
  Chicago, IL
• 08/2025 → 03/2026
  Unemployed
  Chicago, IL
• 07/2022 → 07/2025
  J.P. Morgan Securities Llc
  Plano, TX
• 12/2018 → 04/2022
  Triangle Auto Sales
  Elgin, IL
• 07/2019 → 09/2019
  Alliance Workforce Onsite
  Schaumburg, IL
• 12/2018 → 07/2019
  Malone Staffing Solutions
  Schaumburg, IL
• 11/2017 → 01/2018
  Ups
  Atlanta, GA
• 05/2022 → 06/2022
  Unemployed
  Chicago, IL
• 12/2016 → 10/2019
  Advantage Resourcing/Staffmark
  Schaumburg, IL
• 09/2017 → 09/2017
  Concessions International
  Atlanta, GA
• 07/2015 → 11/2016
  Unemployed
  Atlanta, GA

Previous Registrations

• 2024-10-22 → 2025-08-21
  J.P. Morgan Securities Llc
  Houston, TX
  Plano, TX
  Dallas, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-22
• S63 Uniform Securities Agent State Law Examination
  2022-11-21

Other Names

• Reginald Smith
• Reginald Julian Smith
• Reggie Smith