Jeffrey
Smith
Peak Financial Management Inc
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About this Advisor
Jeffrey Smith is a financial advisor based in Wellesley Hills, Massachusetts, working with Peak Financial Management Inc. Jeffrey has previously held positions at Wellesley Investment Partners, LLC and Peak Financial Management. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Jeffrey is part of Peak Financial Management Inc, which operates out of Wellesley Hills, Massachusetts. The firm has 9 offices and 9 employees. The firm manages assets totaling $404.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Peak Financial Management Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Financial Management Inc Brokerage Details
$404,735,183
9
1,477
$274,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Smith Work History
Peak Financial Management
Wellesley Investment Partners, LLC
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 Peak Financial Management Inc
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Naples, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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