Sterling Smith (CRD# 7395501) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Highlands Ranch, CO and has over 2 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | San Antonio, TX | Oct 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | San Antonio, TX | Oct 2021 - Current | 2 |
| Unemployed | San Antonio, TX | Aug 2021 - Oct 2021 | < 1 |
| Equitable Advisors, LLC | San Antonio, TX | Jul 2021 - Jul 2021 | < 1 |
| Unemployed | San Antonio, TX | Jun 2021 - Jun 2021 | < 1 |
| Unemployed | Philomath, OR | Sep 2020 - Jun 2021 | < 1 |
| Panera Bread | Corvalliis, OR | Oct 2019 - Aug 2020 | < 1 |
| Washington Department Of Natural Resources | Port Angeles, WA | Jun 2019 - Sep 2019 | < 1 |
| Unemployed | Philomath, OR | Oct 2018 - May 2019 | < 1 |
| Oregon Department Of Forestry | Veneta, OR | Jun 2017 - Sep 2018 | 1 |
| Home Depot | Corvallis, OR | Sep 2017 - May 2018 | < 1 |
| Unemployed | Veneta, OR | Sep 2016 - Jun 2017 | < 1 |
| Lane County Public Works | Eugene, OR | Jun 2016 - Sep 2016 | < 1 |
| Unemployed | Veneta, OR | Jan 2016 - Jun 2016 | < 1 |
| Cup Of Joe | Veneta, OR | Jun 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CO
- ID
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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