Christopher Allen Smith

Employer firm

Origin Wealth Management LLC CRD 337488

$770.9K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2023 → 10/2024
  J.P. Morgan Securities Llc
  Mclean, VA
• 08/2022 → 07/2023
  Jpmorgan Chase Bank, N.A.
  Mclean, VA
• 10/2017 → 10/2021
  United States Marine Corps
  Camp Lejeune, NC
• 07/2017 → 09/2017
  Riser Foods Company
  Chagrin Falls, OH
• 07/2013 → 06/2017
  Full Time Student
  Chagrin Falls, OH
• 10/2021 → 07/2022
  Full Time Student
  Reston, VA
• 11/2024 → 05/2025
  Legacy Wealth Management Inc.
  Manassas, VA
• 11/2024 → 05/2025
  Legacy Associates Inc.
  Manassas, VA
• 05/2025 → Present
  Origin Capital Holdings, Inc.
  Herndon, VA
• 05/2025 → Present
  Origin Associates Llc
  Herndon, VA
• 06/2025 → Present
  Origin Wealth Management Llc
  Herndon, VA

Previous Registrations

• 2024-11-20 → 2025-05-13
  Legacy Wealth Management Inc.
  Manassas, VA

Other Businesses

ORIGIN ASSOCIATES LLC; INVESTMENT RELATED; 05/2025; HERNDON, VA; INSURANCE AGENT; INSURANCE AND ANNUITY PRODUCT SALES; 24HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-14
• S63 Uniform Securities Agent State Law Examination
  2023-10-05

Designations

• Certified Financial Planner

Other Names

• Christopher Smith