Unclaimed Profile

Jay Kelly White

SMITH CAPITAL MANAGEMENT INC·LITTLE ROCK, Arkansas

Series 7, Series 66Clean record24 years registeredSMITH CAPITAL MANAGEMENT INC

100 RIVER BLUFF DRIVE, SUITE 410, LITTLE ROCK, AR 72202CRD# 4271229Firm CRD# 104924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Kelly White · LITTLE ROCK, AR

Registration

CRD #4271229 · SMITH CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jan 2021 – present

SMITH CAPITAL MANAGEMENT INC

Aug 2001 – Dec 2020

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 20, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH CAPITAL MANAGEMENT INC

CRD 104924 · SEC 801-21681

AUM

$504M

Regulatory assets under management

Employees

877 client accounts

Services offered by SMITH CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SMITH CAPITAL MANAGEMENT INC →

Introduction

Speak with Jay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jay is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LITTLE ROCK?

Browse all registered financial advisors in LITTLE ROCK, Arkansas or claim this profile if it's yours.

Browse LITTLE ROCK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jay Kelly White offer?

Jay Kelly White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Jay Kelly White's credentials?

Jay Kelly White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Kelly White located?

Jay Kelly White is based in LITTLE ROCK, Arkansas, working with SMITH CAPITAL MANAGEMENT INC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Jay Kelly White charge for services?

Jay Kelly White's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH CAPITAL MANAGEMENT INC?

SMITH CAPITAL MANAGEMENT INC has approximately 6 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →