Jeremy Windell Smith
Investment adviser representative at Seros Wealth Partners
16 yearsExperience
2 statesRegistered in
$359.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Paico LLCOct 2022 to now
- Ponderosa Retreat LLCDec 2021 to now
- Ssjs Holdings LLCNov 2020 to now
- Bronell IncNov 2017 to now
- Links Holding GroupAug 2016 to now
- Snowflake High School FootballAug 2016 to now
- Ponderosa Management LLCJan 2015 to now
- Seros InsuranceJan 2014 to now
- United Planners' Financial ServicesJun 2013 to now
- Seros Wealth PartnersMar 2013 to now
- Seros Financial LLCFeb 2013 to now
- Links Medical Group dba Caretrek Mobile MedicalOct 2013 to Dec 2020
- Links Medical Group d/b/a Caretrek Medical GroupSep 2013 to Jan 2019
- Newmark Capital Management, LLCMay 2010 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Seros Wealth Partners
Legal name: Seros Financial, LLC
$359.2MAssets managed
457Clients
8Advisers
5 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
- 5058621
- Firm CRD
- 166808