Jeffrey d Smith
Investment adviser representative at Private Client Services, LLC
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Private Client Services, LLCJul 2020 to now
- Brightline FinancialDec 2010 to now
- Bright Futures Wealth Management, LLCJan 2017 to Jun 2020
- Cetera Advisors LLCJan 2013 to Jul 2020
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 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
- 4624552
- Firm CRD
- 120222