Jasper
Smith
Pruco Securities, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jasper Smith is a financial advisor working in Walnut Creek, California, who has 2 years of industry experience. Smith is on the advisory team at Pruco Securities, LLC. During their career, Smith has held roles at Merrill Lynch Pierce Fenner & Smith Inc, Pruco Securities, LLC, The Prudential Insurance Company Of America, Operation Hope, Itt Technical Institute, Prudential Investment Management Services, LLC, Prudential Insurance Company Of America, Balance and The Buildwealth Movement. Smith maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Pruco Securities, LLC is a firm headquartered in Newark, NJ. The firm has offices in 42 locations and a total of 2,500 financial advisors. It administers $14 billion in assets under management across its 106,737 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on the type of financial services offered. Fee types billed by Pruco Securities, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jasper Smith Work History
Jasper has been registered as a financial advisor for 2 years.*
Prudential Insurance Company Of America
Pruco Securities, LLC
The Buildwealth Movement
Balance
Prudential Investment Management Services, LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Operation Hope
Itt Technical Institute
Merrill Lynch Pierce Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jasper Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prudential Financial Planning Services
Winter Springs, FL
Milwaukee, WI
Troy, MI
Bellevue, WA
Port Washington, NY
Scottsdale, AZ
Brooklyn, NY
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
