Unclaimed Profile

Bernard Louis Smit

JBC FINANCIAL GROUP, INC.·WALNUT CREEK, California

SIE, Series 7, Series 66CFP ChFCClean record25 years registeredJBC FINANCIAL GROUP, INC.

1850 MT. DIABLO BLVD, WALNUT CREEK, CA 94596CRD# 1416473Firm CRD# 288440

Profile Verification

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

Identity

Bernard Louis Smit · WALNUT CREEK, CA

Registration

CRD #1416473 · JBC FINANCIAL GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2021 – present

WALNUT CREEK WEALTH MANAGEMENT

Jul 2017 – Oct 2021

WALNUT CREEK, CA

CETERA ADVISOR NETWORKS LLC

Feb 2001 – Sep 2021

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 28, 2001

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JBC FINANCIAL GROUP, INC.

CRD 288440 · SEC 801-110685

AUM

$142M

Regulatory assets under management

Employees

276 client accounts

Services offered by JBC FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JBC FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Bernard Louis Smit offer?

Bernard Louis Smit specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Bernard Louis Smit's credentials?

Bernard Louis Smit holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bernard Louis Smit located?

Bernard Louis Smit is based in WALNUT CREEK, California, working with JBC FINANCIAL GROUP, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Bernard Louis Smit charge for services?

Bernard Louis Smit's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JBC FINANCIAL GROUP, INC.?

JBC FINANCIAL GROUP, INC. has approximately 9 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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