Reginald J Smith
Investment adviser representative at Zacks Investment Management, Inc.
11 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Zacks Investment Management, Inc.Apr 2026 to now
- UnemployedAug 2025 to Mar 2026
- J.P. Morgan Securities LLCJul 2022 to Jul 2025
- UnemployedMay 2022 to Jun 2022
- Alliance Workforce OnsiteJul 2019 to Sep 2019
- Triangle Auto SalesDec 2018 to Apr 2022
- Malone Staffing SolutionsDec 2018 to Jul 2019
- UpsNov 2017 to Jan 2018
- Concessions InternationalSep 2017 to Sep 2017
- Advantage Resourcing/staffmarkDec 2016 to Oct 2019
- UnemployedJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 7609770
- Firm CRD
- 110897