John Carl Smith
Investment adviser representative at First National Advisers, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$7.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- First National Advisers, LLCJul 2026 to now
- UnemployedJul 2024 to Jul 2026
- Bank of AmericaSep 2022 to Jun 2024
- UnemployedJun 2020 to Sep 2022
- Carson GroupMar 2020 to Jun 2020
- Reisen Capital, LLCOct 2018 to Jan 2020
- Windhaven Investment Management, Inc.May 2017 to Mar 2018
- Charles Schwab Investment AdvisorySep 2016 to Jul 2018
- Thomaspartners, Inc.Sep 2016 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (CO, WY).
First National Advisers, LLC
$7.4BAssets managed
1,145Clients
29Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2388689
- Firm CRD
- 277146