John Brian Smith
Investment adviser representative at Domain Money Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.3MFirm assets
Are you John Brian Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Domain Money Advisors, LLCMar 2026 to now
- Watt Inc dba NorthstarDec 2020 to Mar 2026
- Northwestern Mutual Investment Services, LLCAug 2018 to Dec 2020
- Northwestern Mutual Life Insurance CompanyJul 2018 to Dec 2020
- Learnvest Planning ServicesMay 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Domain Money Advisors, LLC
$43.3MAssets managed
182Clients
19Advisers
4 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
- 6366511
- Firm CRD
- 316434