Jerry Smith
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Jerry Smith Email & Phone Number

Owner and President at J Smith Business Consulting, LLC
Location: Appleton, Wisconsin, United States 7 work roles 2 schools
1 work email found @edwardjones.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@edwardjones.com
LinkedIn Profile matched
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Current company
J Smith Business Consulting, LLC
Role
Owner and President
Location
Appleton, Wisconsin, United States

Who is Jerry Smith? Overview

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Quick answer

Jerry Smith is listed as Owner and President at J Smith Business Consulting, LLC, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Jerry Smith.

Jerry Smith previously worked as Financial Advisor at Associated Bank and Vice President - Investments, Private Client Financial Advisor at Jpmorgan Chase & Co.. Jerry Smith holds Bachelor Of Science (B.S.), Hotel / Restaurant Management from University Of Wisconsin-Stout.

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*@edwardjones.com
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Profile bio

About Jerry Smith

Experienced leader with a proven ability to significantly increase profits through effective operational management and customer-focused service. Strong expertise in financial analysis, large-scale business operations, and marketing. Known for developing creative solutions to improve efficiency and profitability. Demonstrated success in both direct sales and team leadership, fostering positive, high-performing work environments. Skilled in setting clear goals and consistently breaking benchmarks. Looking for new challenges in a collaborative, client-focused setting.

Listed skills include Management, Retail, Negotiation, Team Building, and 46 others.

Current workplace

Jerry Smith's current company

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J Smith Business Consulting, LLC
J Smith Business Consulting, Llc
Owner and President
7 roles · 30 years

Jerry Smith work experience

A career timeline built from the work history available for this profile.

Owner And President

Current
J Smith Business Consulting, Llc

54914, Appleton, Wisconsin, United States

- Developed tailored profit-building strategies for diverse industries, including hospitality, retail, and small businesses.- Increased profitability by implementing cost control, operational improvements, and marketing tactics.

Oct 2024 - Present

Financial Advisor

Neenah, Wisconsin, United States

- Managed $50M in assets and 433 clients, achieving a $15M increase in asset base.- Specialized in investment and retirement planning, emphasizing strong client relationships.

Sep 2023 - Oct 2024

Vice President - Investments, Private Client Financial Advisor

Neenah, Wisconsin, United States

- Managed $15M in assets across 75 high-net-worth clients, securing $9M in new business over two years.- Designed and executed wealth planning strategies, aligning investment solutions with clients' financial goals.

Jan 2021 - Jan 2023

Finacial Advisor

Menasha, WI

- Managed $30M in assets across 230 households, focusing on personalized service and long-term investment strategies.- Rebuilt a distressed office, contributing $27M in new assets.

Aug 2015 - Jan 2021

President

J Smith Business Consulting, Llc

- Consulted for small to medium businesses, restaurants, hotels, and convenience stores.- Delivered strategic market positioning, operational improvements, and customer service enhancement, boosting profitability.

Jan 2009 - Sep 2015

General Manager Retail And Hotels

- Managed operations for 22 convenience stores and a 300-room hotel, overseeing $26M in sales and 210 team members.- Increased store cash flows from $1.5M to $3.5M and improved hotel profitability through labor management and customer loyalty programs.

1998 - 2009 ~11 yrs

General Manager

Bergstrom Hotels, Inc., Paper Valley Hotel And Conference Center, 400 Rooms

Appleton, Wisconsin, United States

- Led over 400 team members at a nationally recognized hotel and conference center.- Reduced overtime costs by 90% and implemented purchasing controls, saving $10K monthly.

1996 - 1998 ~2 yrs
2 education records

Jerry Smith education

Bachelor Of Science (B.S.), Hotel / Restaurant Management

Activities and Societies: Worked as many hours as possible while attending school to pay for education. While attending school I was the.

Basic Studies Toward Bachelor Of Science, Received Bachelor Of Science At Uw-Stout

Activities and Societies: Worked as many hours as possible while attending school to pay for education. Completed my under graduate courses

FAQ

Frequently asked questions about Jerry Smith

Quick answers generated from the profile data available on this page.

What company does Jerry Smith work for?

Jerry Smith works for J Smith Business Consulting, LLC.

What is Jerry Smith's role at J Smith Business Consulting, LLC?

Jerry Smith is listed as Owner and President at J Smith Business Consulting, LLC.

What is Jerry Smith's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Jerry Smith at J Smith Business Consulting, LLC.

Where is Jerry Smith based?

Jerry Smith is based in Appleton, Wisconsin, United States while working with J Smith Business Consulting, LLC.

What companies has Jerry Smith worked for?

Jerry Smith has worked for J Smith Business Consulting, Llc, Associated Bank, Jpmorgan Chase & Co., Edward Jones, and U.S. Venture, Inc..

How can I contact Jerry Smith?

You can use AeroLeads to view verified contact signals for Jerry Smith at J Smith Business Consulting, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jerry Smith attend?

Jerry Smith holds Bachelor Of Science (B.S.), Hotel / Restaurant Management from University Of Wisconsin-Stout.

What skills is Jerry Smith known for?

Jerry Smith is listed with skills including Management, Retail, Negotiation, Team Building, Sales Management, Customer Service, Customer Relations, and Employee Relations.

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