Jordan
Smith
Lion Street Advisors, LLC
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About this Advisor
Jordan Smith is a financial advisor operating in Newton, Massachusetts. Smith is an employee of Lion Street Advisors, LLC. The advisor has gained experience at Lyft, Cyber Ark Software, Inc, Wellesley High School, Bryant University, Dunkin Donuts, Juniper (Spoon And Fork, Inc), Paychex, Axa Advisors, LLC, Equitable Advisors, LLC, John Hancock, John Hancock Investment Management Distributors LLC, Sapers & Wallack, Lion Street Advisors and Lion Street Financial. Smith has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Lion Street Advisors, LLC is an advisory business based out of Austin, TX. The company has offices in 27 locations and a total of 146 advisors. It has $1 billion in assets under management across its 4,709 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 4,709 accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. However, fee types billed by Lion Street Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Smith Work History
Jordan has been registered as a financial advisor for 0 years.*
Sapers & Wallack
Lion Street Advisors
Lion Street Financial
John Hancock
John Hancock Investment Management Distributors LLC
Cyber Ark Software, Inc
Axa Advisors, LLC
Equitable Advisors, LLC
Lyft
Paychex
Juniper (Spoon And Fork, Inc)
Juniper (Spoon And Fork, Inc)
Dunkin Donuts
Dunkin Donuts
Bryant University
Wellesley High School
*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 Jordan 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 Lion Street Advisors, LLC
Bellevue, WA
Philadelphia, PA
Austin, TX
Lake Oswego, OR
Austin, TX
Eugene, OR
Bellevue, WA
Austin, TX
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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