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Jack Netter Smith

Investment adviser representative at Touchstone Advisors Inc
16 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Touchstone Advisors IncJul 2022 to now
  2. Ifs Financial ServicesMar 2022 to now
  3. Touchstone SecuritiesMar 2022 to now
  4. Marcus & MillichapJun 2021 to Feb 2022
  5. First Bank of the LakeJan 2021 to Apr 2021
  6. Community Works CarolinaJun 2020 to Aug 2020
  7. Greenville Housing FundJun 2020 to Aug 2020
  8. Kreab WorldwideJan 2020 to Mar 2020
  9. Collegiate Home EnhancersMay 2019 to Aug 2019
  10. Furman Career CenterAug 2018 to Oct 2018
  11. Flagship PropertiesMay 2018 to Jun 2021
  12. Furman UniversityMay 2017 to May 2021
  13. Ymca Camp GreenvilleMay 2017 to Aug 2017
  14. Shannon Forest Christian SchoolAug 2010 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (OH).

Touchstone Advisors Inc

$31.1BAssets managed
40Clients
78Advisers
32 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
7529569
Firm CRD
107028
Advisor's SEC record (opens in a new tab)
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