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professional profile

Jeffrey Parker Smith, CFP

IAR Windsor, CT CRD 5900988 Last verified October 2026

Overview

Jeffrey Parker Smith is an investment adviser representative based in Windsor, CT, with 15 years in the industry.

Years in the industry
15
States registered
1
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2011

Book and practice

Firm assets under management on file

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