![Jeffrey Smits](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jeffrey Brian Smits is Vice President of Investments at Wedbush Securities, Inc. since 2023.
Formerly, worked as a Financial Advisor at Edward D.
Jones & Co. LP (Investment Management) from 2016 to 2023.
Served as a Registered Client Service Associate at Stifel, Nicolaus & Co., Inc. from 2009 to 2016.
Also held the position of Registered Client Service Associate at Morgan Stanley Smith Barney LLC in 2009.
Completed undergraduate studies at The California State University in 2003.
Postes actifs de Jeffrey Smits
| Sociétés | Poste | Début |
|---|---|---|
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Analyst-Equity | 01/07/2023 |
Anciens postes connus de Jeffrey Smits
| Sociétés | Poste | Fin |
|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | 01/07/2023 |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2016 |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/11/2009 |
Formation de Jeffrey Smits
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
