Isabelle Johanna Smith

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2025 → Present
  Raymond James Financial Services, Inc.
  Orem, UT
• 01/2022 → Present
  Security Service Federal Credit Union
  Orem, UT
• 01/2021 → 01/2022
  Granite Credit Union
  Midvale, UT
• 07/2020 → 01/2021
  Ossine Shoes
  West Jordan, UT
• 03/2020 → 07/2020
  Savers
  Draper, UT
• 11/2019 → 03/2020
  H&M
  Memphis, TN
• 04/2018 → 10/2019
  Traverse Mountain Pool
  Lehi, UT
• 10/2017 → 02/2018
  Papa Murphy's
  Lehi, UT
• 07/2015 → 05/2019
  Skyridge High School
  Lehi, UT
• 04/2024 → 05/2024
  Raymond James Financial Services Inc.
  Orem, UT
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Orem, UT

Other Businesses

(1)Name of Business: Security Service Investment Group Address: 175 E 200 S, Orem, UT, 84058-5519, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/06/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Manager/ Admin assistant

Exams

• S66 Uniform Combined State Law Examination
  2026-03-25

Other Names

• Izzy Smith