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Jeffrey Scarborough Smith

Investment adviser representative at Blackrock Investment Management, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$676.7BFirm 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Blackrock Investment Management, LLCAug 2025 to now
  2. Blackrock Investments, LLCAug 2025 to now
  3. BlackrockJul 2025 to now
  4. Pzena Financial Services, LLCFeb 2021 to Jul 2025
  5. Pzena Investment Management, LLCJan 2021 to Jul 2025
  6. Royce Fund Services, LLCApr 2017 to Jan 2021
  7. Royce & AssociatesMar 2016 to Jan 2021
  8. Royce Fund Services, Inc.Oct 2013 to Mar 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

Blackrock Investment Management, LLC

$676.7BAssets managed
10,859Clients
676Advisers
26 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
4022950
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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