Jill Elizabeth Smith
Investment adviser representative at Vantage Point Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.6MFirm 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
12 years in the industry.
- Vantage Point Wealth ManagementJun 2026 to now
- LPL Financial LLCJun 2026 to now
- Vpwm Advisors LLCJun 2026 to now
- Jill Elizabeth Smith, Sole ProprietorFeb 2025 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2026
- Sagepoint Financial, Inc.Sep 2020 to Sep 2023
- LPL Financial, LLCFeb 2018 to Sep 2020
- Foresters Financial Services, Inc.Jan 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Vantage Point Wealth Management
Legal name: Vpwm Advisors, LLC
$326.6MAssets managed
1,223Clients
15Advisers
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
- 6283756
- Firm CRD
- 167886