Jarryd D Smith
Investment adviser representative at Harbor Light Planning
10 yearsExperience
1 stateRegistered in
$111.1MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Harbor Light PlanningJun 2021 to now
- HomemakerMar 2021 to Jun 2021
- Portfolio SolutionsAug 2020 to Mar 2021
- HomemakerNov 2019 to Aug 2020
- Caci InternationalSep 2016 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Harbor Light Planning
Legal name: Harbor Light Planning, LLC
$111.1MAssets managed
72Clients
1Advisers
Under 1 yearIn 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
- 7404962
- Firm CRD
- 129022