Since 1983, M.J. Smith and Associates has pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle and through each swing of the economic pendulum. We like to think we’re a source of respite for our clients, a place where they are reminded that the most rewarded financial virtues are patience, vigilance and intelligence – even as they confront some of life’s biggest financial challenges like navigating a divorce, selling a business or managing an inheritance. Calling on more than 90 years of combined investing experience, we strive to be your voice of financial reason. Our job is to mute hype, temper emotion, share knowledge and help exceptionally successful people become especially successful investors. M.J. Smith and Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered though M.J. Smith & Associates. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
View Top Employees from M.J. Smith and AssociatesWebsite | http://www.mj-smith.com |
Revenue | $2 million |
Employees | 5 (5 on RocketReach) |
Founded | 1983 |
Address | 5613 DTC Pkwy., Ste. 650, Greenwood Village, Colorado 80111, US |
Phone | (303) 768-0007 |
Fax | (303) 768-0008 |
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Industry | Financial Services, Finance, Investment Advisors, Writing and Editing, Investment Banking, CERTIFIED FINANCIAL PLANNER (TM) professionals, Brokerage, Comprehensive Financial Planning, Fee-Based, Not Commission Driven, Barron's Top 1,200 Financial Advisors 2016**, Forbes 100 Top Financial Advisors 2016*, An Independent Firm |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular M.J. Smith and Associates employee's phone or email?
The M.J. Smith and Associates annual revenue was $2 million in 2024.
Tom Jacobsen is the COO of M.J. Smith and Associates.
5 people are employed at M.J. Smith and Associates.
M.J. Smith and Associates is based in Greenwood Village, Colorado.
The NAICS codes for M.J. Smith and Associates are [523, 52].
The SIC codes for M.J. Smith and Associates are [621, 62, 6211].