Jacob A Smith
Investment adviser representative at Q3 Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Q3 Advisors, LLCJul 2026 to now
- Fisher InvestmentsMay 2024 to Jul 2026
- Morgan StanleySep 2023 to May 2024
- E*trade Securities LLCJan 2023 to Sep 2023
- AaaAug 2022 to Jan 2023
- Ceba LogisticsJun 2022 to Jul 2022
- Liberty MutualAug 2020 to Mar 2022
- Evolution Financial GroupApr 2019 to Aug 2020
- Flow Inbound MarketingJun 2017 to Apr 2019
- Kingsway Middle / High SchoolJun 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Q3 Advisors, LLC
$0Assets managed
0Clients
22Advisers
2 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
- 7658307
- Firm CRD
- 284220