Isaac Jones
Investment adviser representative at Smi Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$949MFirm assets
20 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
14 years in the industry.
- Smi Advisory Services, LLCSep 2023 to now
- Purdue UniversityAug 2019 to now
- Greenwood High SchoolAug 2012 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Smi Advisory Services, LLC
$949MAssets managed
1,083Clients
7Advisers
20 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
- 7792931
- Firm CRD
- 137872