Jena Gerene Smith Feller
Professional Summary
Jena Gerene Smith Feller, who also goes by Jena Smith, is a registered financial advisor currently at JW & CO. located in Greenwood Village, Colorado. Jena is registered as a RR (Registered Representative) and started their career in finance in 2007. Jena has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jena Smith
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
JW & CO. | WM SMITH & CO. | JW & CO. SECURITIES, LLC
Contact Information
Main Address
5700 S Aspen Ct, Greenwood Village, CO 80121Mailing Address
5700 S Aspen Ct, Greenwood Village, CO 80121Phone Number
(303) 514-8444Established
Delaware since 06/26/2023Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/13/2025)
(3/17/2025)
(4/25/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jena Gerene Smith Feller's CRS (Customer Relationship Summary).
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