Jeff Smits's Location
Newport Beach, CA, US
Jeff Smits's Work
- Financial Advisor @ Wedbush Securities
- Financial Advisor @ Edward Jones
- Registered Client Service Associate - Stifel @ Stifel Financial Corp.
- Registered Client Service Associate @ Morgan Stanley
Jeff Smits's Education
- California State University-Fullerton
Bachelor of Arts (BA)
2001 - 2003
Jeff Smits's Skills
- Series 7
- Series 63
- Series 9
- Uniform Combined State Law
- Financial Services
- Investments
- Retirement
- Investment Strategies
- Financial Planning
- Life Insurance
Jeff Smits's Summary
Jeff Smits, based in Newport Beach, CA, US, is currently a Financial Advisor at Wedbush Securities, bringing 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 contributes valuable insights to the industry. Jeff Smits has 1 email on RocketReach.
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