Claire
Jarrett

Dempsey Lord Smith, LLC

CRD#6285866
Investment Advisor
in Calhoun, GA

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About this Advisor

Claire Jarrett is a financial advisor operating out of Calhoun, Georgia with a total of 8 years of relevant experience. Jarrett is an employee of Dempsey Lord Smith, LLC. Their career trajectory has included roles at University Of Phoenix and Dempsey Lord Smith, LLC. Jarrett holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Tennessee. Dempsey Lord Smith, LLC is a registered investment company based out of Rome, GA. The company has offices in 60 locations and a total of 101 people on staff. It oversees $502 million in assets across its 2,945 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,945 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services are provided. Fees charged by Dempsey Lord Smith, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

320 S Piedmont Street
Calhoun, GA 30701

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Dempsey Lord Smith, LLC Brokerage Details

Total Assets Under Management

$502,000,000

GA Average: $3,570,121,308
Total Number of Employees

101

GA Average: 58
Total Number of Accounts

2,945

GA Average: 1,608
Average Account Size

$170,458

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Claire Jarrett Work History

Claire has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Dempsey Lord Smith, LLC

2004 - 2013 (9 years)

University Of Phoenix

*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 Claire Jarrett 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 Dempsey Lord Smith, LLC

Gregory Gibson
Greenville, SC
Timothy Ohayer
Savannah, GA
Drew Dempsey
Rome, GA
Jefferson Olney
Calhoun, GA
Michael Dose
Rome, GA
Zachary Gerrells
Dawsonville, GA

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.

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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.

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