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JS

Jared M. Smith

WELCOME LIFE SECURITIES
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 5263162
JS

Professional summary

Jared Michael Smith is a registered financial professional currently at WELCOME LIFE SECURITIES, LLC located in Boca Raton, Florida.

Jared is registered as a RR (Registered Representative) and started their career in finance in 2007. Jared has worked at 1 firm and has passed the Series 99TO, SIE, Series 6 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jared Michael 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

August 21, 2007 - Present

WELCOME LIFE SECURITIES, LLC

Office #1: 4755 Technology Way Suite 202, Boca Raton, FL 33431Office #2: 4755 Technology Way Suite 202, Boca Raton, FL 33431
BD
CRD#: 142281
Boca Raton, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/24/2007)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/5/2007
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WL
WELCOME LIFE SECURITIES, LLC
LONGEVITY SECURITIES, LLC | WELCOME LIFE SECURITIES, LLC | WELCOME LIFE INSURANCE SERVICES, LLC

CRD#: 142281 / SEC#: , 8-67450

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4755 Technology Way Suite 202, Boca Raton, FL 33431
Mailing Address
4755 Technology Way Suite 202, Boca Raton, FL 33431
Phone number
(561) 826-0299
Established
Florida since 03/27/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (44 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WELCOME LIFE FINANCIAL GROUP, LLCSOLE MEMBER
OHMAN, DANIEL AARONVICE PRESIDENT, CCO, AMLCO2639044
SMITH, JARED MICHAELCFO / FINOP5263162
WELCOM, JOHN MICHAELPRESIDENT, EXECUTIVE REP5245725

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

WELCOME LIFE SECURITIES, LLC

CRD#: 142281Boca Raton, FL 33431

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