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JS

Jeffrey A Smith

ADAMSBROWN WEALTH CONSULTANTS
Wichita, KS 67202
Some features on this profile are disabled
CRD#: 4836573
JS

Professional summary

Jeffrey A Smith, who also goes by Jeffrey Allyn Smith, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Wichita, Kansas.

Jeffrey A is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey A has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Allyn 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A Smith's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 29, 2020 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 358 N Main Street Suite 100, Wichita, KS 67202
RIA
CRD#: 308410
Wichita, KS
Past

June 29, 2020 - December 1, 2025

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
WICHITA, KS
Past

July 5, 2011 - July 14, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
WICHITA, KS
Past

July 5, 2011 - July 14, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
WICHITA, KS
Past

November 17, 2006 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
WICHITA, KS
Past

November 17, 2006 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
WICHITA, KS
Past

November 2, 2004 - November 17, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WICHITA, KS
Past

September 16, 2004 - November 17, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WICHITA, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA
Registered Investment Advisory firm - (5/7/2020 Approved)

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
Kansas
(7/29/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/2004
General Securities Representative Examination

Current Firm

AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA
Registered Investment Advisory firm - (5/7/2020 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
358 N Main Street Suite 100, Wichita, KS 67202
Mailing Address
Phone number
(316) 262-6578
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (2/11/2026)

Regulatory assets under management

Total Number of Accounts5,018
AUM (Assets Under Management)$ 1,121,047,762

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.

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410Wichita, KS 67202

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