I have a passion for helping the serious, long-term investor achieve their financial goals. I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages.
Developing your personalized long-term strategy encompasses understanding your tolerance for risk; documenting goals; tracking investment performance and progress towards goals; implementing tailored advice and guidance; and conducting regular reviews. Our process allows us to stay on track while we can focus on what we can control.
During your initial visit, I will carefully listen and understand your needs and goals. What would you like to accomplish and what is your biggest concern during your retirement years? What are your expectations of me as a financial advisor? We'll discuss your comfort level with risk and how it affects the amount of volatility you're willing to accept when investing. With your goals as our guiding factor, we can balance these types of risk considerations to determine an appropriate mix of investments.
Originally from Russell, KS, I've been with the Edward Jones family since 2004 as a client, and in 2017, I became a financial advisor after serving 21 years in the Air Force as an Officer and Meteorologist. I enjoy the opportunity to partner with my clients, who range from individuals and families to small businesses, in creating and implementing strategies that work toward their specific goals.
Outside of the office, I am a member of the local Chamber of Commerce, the Military Affairs Council, and a board member of the Harmony Farms in Cocoa. I enjoy spending time with my wife Kristin, a NASA meteorologist, as well as golf outings, sporting events and concerts.
If you have any questions about your portfolio performance or would just like to meet for lunch or a round of golf, feel free to call me.
- Wealth Strategies
- Military Professionals & Veterans
- Employee Stock Options
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Personal Fitness
- Sports Enthusiast
Phone NumberJeff Smith at (321) 392-2885
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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