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Jeff Smits Location
Newport Beach, CA, US
Jeff Smits Work
Financial Advisor @ (July 2023 - Present)
Financial Advisor @ (May 2016 - August 2023)
Registered Client Service Associate - Stifel @ (October 2009 - March 2016)
Registered Client Service Associate @ (August 2007 - October 2009)
Jeff Smits Education
California State University-Fullerton
Bachelor of Arts (BA)
2001-2003
Jeff Smits Skills
Series 7
Series 63
Series 9
Uniform Combined State Law
Financial Services
Investments
Retirement
Investment Strategies
Financial Planning
Life Insurance
Series 65
Jeff Smits Summary
Jeff Smits, based in Newport Beach, CA, US, is currently a Financial Advisor at Wedbush Securities. Jeff Smits brings experience from previous roles at Edward Jones, Stifel Financial Corp. and Morgan Stanley. Jeff Smits holds a 2001 - 2003 Bachelor of Arts (BA) @ California State University-Fullerton. With a robust skill set that includes Series 7, Series 63, Series 9, Uniform Combined State Law, Financial Services and more. Jeff Smits has 1 emails and 1 mobile phone numbers on RocketReach.
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