Unclaimed Profile

Jamison Foster Smith

EWA, LLC·PITTSBURGH, Pennsylvania

SIE, Series 6TO, Series 63, Series 65Clean record5 years registeredEWA, LLC

381 MANSFIELD AVE, PITTSBURGH, PA 15220CRD# 6897574Firm CRD# 308977

Profile Verification

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

Identity

Jamison Foster Smith · PITTSBURGH, PA

Registration

CRD #6897574 · EWA, LLC · 5 years registered

Brand Profile

Not yet started

Career History

EWA, LLC

May 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 63

Series 65

Registration record

First registered · May 6, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EWA, LLC

CRD 308977 · SEC 801-118806

AUM

$408M

Regulatory assets under management

Employees

1,949 client accounts

Services offered by EWA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EWA, LLC →

Introduction

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Frequently Asked Questions

What services does Jamison Foster Smith offer?

Jamison Foster Smith specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Jamison Foster Smith's credentials?

Jamison Foster Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamison Foster Smith located?

Jamison Foster Smith is based in PITTSBURGH, Pennsylvania, working with EWA, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Jamison Foster Smith charge for services?

Jamison Foster Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EWA, LLC?

EWA, LLC has approximately 9 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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