M. J. SMITH AND ASSOCIATES

GREENWOOD VILLAGE, Colorado·3 registered advisors·CRD# 110919
SEC# 801-194090303-768-0007
01

Firm Overview

AUM
$886M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at M. J. SMITH AND ASSOCIATES

3 registered advisors
Gerald Burch Gill
GREENWOOD VILLAGE, Colorado
Mark Joseph Smith
GREENWOOD VILLAGE, Colorado
CFPPFS
Thomas Joseph Jacobsen
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. M. J. SMITH AND ASSOCIATES (CRD# 110919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.