Founder @ L.J. Smith & Co. (February 2026 - Present)
Principal | Wealth Advisor @ (February 2024 - November 2025)
Associate | Wealth Advisor @ (December 2022 - February 2024)
Analyst | Relationship Manager @ (June 2021 - December 2022)
Client Account Coordinator @ (March 2020 - December 2020)
Regional Vice President of Sales @ (September 2019 - December 2019)
Financial Advisor @ (January 2019 - August 2019)
Levi Smith Education
University of Texas at Tyler
Bachelor of Business Administration - BBA (Finance)
2016-2018
Northeast Texas Community College
Associate's degree (General Studies)
2015-2016
Levi Smith Summary
Levi Smith, based in Jacksonville, FL, US, is currently a Founder at L.J. Smith & Co.. Levi Smith brings experience from previous roles at L.J. Smith & Co., Cerity Partners and Goldman Sachs Ayco. Levi Smith holds a 2016 - 2018 Bachelor of Business Administration - BBA in Finance @ University of Texas at Tyler. Levi Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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