Jerrod Smith Email & Phone Number
Wealth Management Advisor
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Jerrod Smith Location
- State College, PA, US
Jerrod Smith Work
- 2014 -now Wealth Management Advisor @ TIAA
- 2008 -2014 Financial Advisor @
Jerrod Smith Education
- Juniata College
B.S. (Business and Information Technology)
2004-2008
Jerrod Smith Skills
- Certified Financial Planner
- Series 7
- Series 65
- Life & Health Insurance Licenses
- Morningstar
- Investment Strategies
- Qualified Retirement Plans
- Investments
- Banking
- Life And Health Insurance Licenses
- Wealth Management
Jerrod Smith Summary
- Jerrod Smith, based in State College, PA, US, is currently a Wealth Management Advisor at TIAA. Jerrod Smith brings experience from previous roles at Raymond James Financial Services Inc., Member FINRA/SIPC. Jerrod Smith holds a 2004 - 2008 B.S. in Business and Information Technology @ Juniata College. With a robust skill set that includes Certified Financial Planner, Series 7, Series 65, Life & Health Insurance Licenses, Morningstar and more.
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