Jamie Smith Email & Phone Number

I am dedicated to helping individuals meet their financial needs by making recommendations on investment plans around their long-term goals, and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.I began my financial services career as a Financial Advisor in 1994 and have served middle Tennessee-area investors since 1999. I look forward to helping clients meet their financial goals for many years to come.I have earned a Bachelor’s degree in Finance from Arkansas State University. In addition to applicable securities registrations, I hold the Chartered Retirement Planning Counselor professional designation.Committed to helping my community prosper, I am active with Second Harvest Food Bank of Middle Tennessee and Brentwood Baseball Club. Away from the office, I also enjoy hiking, snow skiing, and golf. I have earned the professional designation of a Chartered Retirement Planning Counselor℠.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Asset Allocation, Finance, Retirement, 401K Rollovers, and 7 others.