AUMdb
JJ

Jeffrey J. Smith

CRD 4330580 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Kestra Private Wealth Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗