Gerald
Smith
Associated Investment Services, Inc
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About this Advisor
Gerald Smith is a financial advisor based in Neenah, Wisconsin, working with Associated Investment Services, Inc. Gerald has previously held positions at Edward Jones, J Smith Business Consulting, LLC, Mediation Horizons, LLC, JPMorgan Chase Bank NA, JPMorgan Securities, LLC, Associated Investment Services, Inc, and Mediation Horizons, LLC. Gerald has passed the Series 66 regulatory exam and is registered to provide services in California, Michigan, Minnesota, and Wisconsin. Currently, Gerald is part of Associated Investment Services, Inc, which operates out of Neenah, Wisconsin. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$862,552,767
62
4,578
$188,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Gerald Smith Work History
Associated Investment Services, Inc
J Smith Business Consulting, LLC
Mediation Horizons, LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities, LLC
Edward Jones
J Smith Business Consulting, LLC
Mediation Horizons,LLC
Disclosures
Please visit the SEC profile of Gerald 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 Associated Investment Services, Inc
Saint Paul, MN
Appleton, WI
Milwaukee, WI
Chicago, IL
Minneapolis, MN
Watertown, WI
Stevens Point, WI
Machesney Park, IL
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