Jack
Smith
Touchstone Advisors Inc
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About this Advisor
Jack Smith is a financial advisor who works in Cincinnati, Ohio with a total of 1 year of industry experience. Smith is an employee of Touchstone Advisors Inc. Over the course of their career, they have held roles at Touchstone Securities, Ifs Financial Services, Marcus & Millichap, Flagship Properties, First Bank Of The Lake, Community Works Carolina, Greenville Housing Fund, Kreab Worldwide, Collegiate Home Enhancers, Furman Career Center, Ymca Camp Greenville, Ace Hardware, The Office Centers, Sweetwater Pools, Furman University and Shannon Forest Christian School. Smith has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Touchstone Advisors Inc is a registered investment company operating out of Cincinnati, OH. It oversees $24 billion in assets under management among its 40 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The company performs a set of services, including portfolio management for investment companies and selection of other advisers. A financial advisor's fees usually vary depending on which services are offered. Fee types charged by Touchstone Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Touchstone Advisors Inc Brokerage Details
$23,643,699,112
83
40
$591,092,478
Investment Advisory Services
- Portfolio management for investment companies
- Selection of other advisers
Jack Smith Work History
Jack has been registered as a financial advisor for 1 years.*
Touchstone Securities
Ifs Financial Services
Marcus & Millichap
First Bank Of The Lake
Community Works Carolina
Greenville Housing Fund
Kreab Worldwide
Collegiate Home Enhancers
Flagship Properties
Furman Career Center
Ymca Camp Greenville
Furman University
Ace Hardware
The Office Centers
Sweetwater Pools
Shannon Forest Christian 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 Jack 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 Touchstone Advisors Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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