Jeffrey
Smith
Opes Wealth Management, LLC
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About this Advisor
Jeffrey Smith is a financial advisor working in Menlo Park, California with 4 years of relevant experience. Smith is currently employed by Opes Wealth Management, LLC. Their career trajectory has included roles at Tiaa Bank, Wells Fargo Bank, Crosscountry Mortgage LLC and Opes Advisors, Inc. Smith maintains a Series 65 license, certifying them as an investment advisor representative, and can work in California. Opes Wealth Management, LLC is a registered investment company operating out of Menlo Park, CA. The firm has a total of eight people on staff. It handles $474 million in assets between its 303 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 303 client accounts, 50% are associated with high-net-worth clients who have at least $1 million in assets. Opes Wealth Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically are based on which service is offered. However, fees billed by Opes Wealth Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Opes Wealth Management, LLC Brokerage Details
$473,581,153
8
303
$1,562,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Smith Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Crosscountry Mortgage LLC
Wells Fargo Bank
Tiaa Bank
Opes Advisors, 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 Jeffrey 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 Opes Wealth Management, LLC
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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Cupertino, CA
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