Jordan
Smith
Lion Street Advisors, LLC
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About this Advisor
Jordan Smith is a financial advisor based in Newton, Massachusetts, working with Lion Street Advisors, LLC. Jordan has previously held positions at Lyft, Cyber Ark Software, Inc, 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. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Jordan is part of Lion Street Advisors, LLC, which operates out of Newton, Massachusetts. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
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
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
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.
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