Joseph L. Smith

STILLBLUE FINANCIAL PARTNERS

Jacksonville, FL 32202

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CRD#: 4824900

Professional summary

Joseph Lane Smith, CFP®, who also goes by Joseph Smith, is a registered financial advisor currently at STILLBLUE FINANCIAL PARTNERS, LLC located in Jacksonville, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joseph has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Smith

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 03/26/2010: DBA ONLY - PALMS FINANCIAL GROUP - JACKSONVILLE, FL. 2. 7/6/2011: DBA ONLY - STILLBLUE FINANCIAL PARTNERS - JACKSONVILLE, FL. 3. 3/26/2010; INDEPENDENT INSURANCE AGENT - JACKSONVILLE, FL, - VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL- LESS THAN 1 HR. SPENT PER WEEK- 0 HOURS DURING TRADING/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lane Smith's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 16, 2013 - Present

STILLBLUE FINANCIAL PARTNERS, LLC

Office #1: 301 W. Bay Street Suite 14111, Jacksonville, FL 32202

RIA

CRD#: 168477

Jacksonville, FL

Past

April 12, 2010 - April 1, 2014

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

JACKSONVILLE, FL

Past

March 26, 2010 - August 6, 2013

LPL FINANCIAL LLC

CRD#: 6413

JACKSONVILLE, FL

Past

June 1, 2009 - April 14, 2010

MORGAN STANLEY

RIA

CRD#: 149777

JACKSONVILLE, FL

Past

June 1, 2009 - April 14, 2010

MORGAN STANLEY

CRD#: 149777

JACKSONVILLE, FL

Past

October 17, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

JACKSONVILLE, FL

Past

July 30, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

JACKSONVILLE, FL

Past

September 9, 2004 - August 1, 2007

EDWARD JONES

CRD#: 250

JACKSONVILLE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/18/2013)

IAR

Georgia
(10/16/2013)

IAR

Texas
(5/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/8/2004

General Securities Representative Examination

Current Firm

STILLBLUE FINANCIAL PARTNERS, LLC

STILLBLUE FINANCIAL PARTNERS | STILLBLUE FINANCIAL PARTNERS, LLC

CRD#: 168477 / SEC#:

Florida

Registered Investment Advisory firm - (10/2/2013 Approved)

Georgia

Registered Investment Advisory firm - (10/16/2013 Approved)

Texas

Registered Investment Advisory firm - (5/24/2018 Conditional Restricted)

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Contact information

Main Address

301 W. Bay Street Suite 14111, Jacksonville, FL 32202

Mailing Address

Phone number

(904) 296-9636

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	288
AUM (Assets Under Management)	$ 99,360,192

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joseph L. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lane Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLBLUE FINANCIAL PARTNERS, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2007

Series 63

Date: 9/22/2004

Series 7

Date: 9/8/2004

Current Firm

STILLBLUE FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STILLBLUE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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