Jack
Smith

Touchstone Advisors Inc

CRD#7529569
Investment Advisor
in Cincinnati, OH

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About this Advisor

Jack Smith is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Jack has previously held positions 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. Jack has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jack is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

OH Average: $2,106,341,625
Total Number of Employees

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Jack Smith Work History

2022 - Present (2 years)

Touchstone Securities

2022 - Present (2 years)

Ifs Financial Services

2021 - 2022 (1 year)

Marcus & Millichap

2021 - 2021 (< 1 year)

First Bank Of The Lake

2020 - 2020 (< 1 year)

Community Works Carolina

2020 - 2020 (< 1 year)

Greenville Housing Fund

2020 - 2020 (< 1 year)

Kreab Worldwide

2019 - 2019 (< 1 year)

Collegiate Home Enhancers

2018 - 2021 (3 years)

Flagship Properties

2018 - 2018 (< 1 year)

Furman Career Center

2017 - 2017 (< 1 year)

Ymca Camp Greenville

2017 - 2021 (4 years)

Furman University

2016 - 2016 (< 1 year)

Ace Hardware

2015 - 2015 (< 1 year)

The Office Centers

2014 - 2014 (< 1 year)

Sweetwater Pools

2010 - 2017 (7 years)

Shannon Forest Christian School

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

Anthony Resendes
Cincinnati, OH
Cody Owens
Cincinnati, OH
Jacob Willis
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Emily Barnes
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Daniel Downing
Cincinnati, OH
Kenneth Fish
Stewart Manor, NY

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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