President
Current
Money Concepts Wealth Management & Financial Planning
Wealth management and financial planning services.
Dec 2019 - Present
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Keisha Smith-Jones, President Email & Phone Number
President and CEO of The Executive’s Wealth Advisor, LLC
at
Money Concepts Wealth Management & Financial Planning
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Money Concepts Wealth Management & Financial Planning
Role
President and CEO of The Executive’s Wealth Advisor, LLC
Location
Columbus, Ohio Metropolitan Area, United States
Who is Keisha Smith-Jones, President? Overview
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Quick answer
Keisha Smith-Jones, President is listed as President and CEO of The Executive’s Wealth Advisor, LLC at Money Concepts Wealth Management & Financial Planning, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Keisha Smith-Jones, President.
Keisha Smith-Jones, President previously worked as President at Money Concepts Wealth Management & Financial Planning and Investment Advisor Representative at Nationwide Financial Sergakis & Associates Agency, Ince. Keisha Smith-Jones, President holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from San Diego State University.
Profile bio
About Keisha Smith-Jones, President
Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc.
Current workplace
Keisha Smith-Jones, President's current company
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Money Concepts Wealth Management & Financial Planning
5 roles · 24 years
Keisha Smith-Jones, President work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Nationwide Financial Sergakis & Associates Agency, Ince
Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products or services.
Jul 2013 - Dec 2019
Regional Internal Consultant For Retirement Plans Sales
Nationwide Financial
401(k) design and consultative sales.
Feb 2007 - Jun 2013
Electronic Technician Second Class Petty Officer
Aug 2000 - Aug 2006
Personal Financial Consultant
2003 - 2006
~3 yrs
3 education records
Keisha Smith-Jones, President education
Bachelor'S Degree, Business, Management, Marketing, And Related Support Services
Bachelor Of Science (B.S.), Business Finance
Bachelor Of Science (B.S.), Chemical Engineering
FAQ
Frequently asked questions about Keisha Smith-Jones, President
Quick answers generated from the profile data available on this page.
What company does Keisha Smith-Jones, President work for?
Keisha Smith-Jones, President works for Money Concepts Wealth Management & Financial Planning.
What is Keisha Smith-Jones, President's role at Money Concepts Wealth Management & Financial Planning?
Keisha Smith-Jones, President is listed as President and CEO of The Executive’s Wealth Advisor, LLC at Money Concepts Wealth Management & Financial Planning.
Where is Keisha Smith-Jones, President based?
Keisha Smith-Jones, President is based in Columbus, Ohio Metropolitan Area, United States while working with Money Concepts Wealth Management & Financial Planning.
What companies has Keisha Smith-Jones, President worked for?
Keisha Smith-Jones, President has worked for Money Concepts Wealth Management & Financial Planning, Nationwide Financial Sergakis & Associates Agency, Ince, Nationwide Financial, Us Navy, and Pfs Investments.
How can I contact Keisha Smith-Jones, President?
You can use AeroLeads to view verified contact signals for Keisha Smith-Jones, President at Money Concepts Wealth Management & Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Keisha Smith-Jones, President attend?
Keisha Smith-Jones, President holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from San Diego State University.
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