JS
Jordan W. Smith
P.J. ROBB VARIABLE
Madison Heights, VA
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CRD#: 6875808
JS
Professional summary
Jordan Wyatt Smith, who also goes by Jordan Smith, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Madison Heights, Virginia.
Jordan is registered as a RR (Registered Representative) and started their career in finance in 2018. Jordan has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jordan 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.
CRS (Client Relationship Summary) - BD
Click below to view Jordan Wyatt 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®
NoneExperience
Current
August 28, 2018 - Present
P.J. ROBB VARIABLE, LLC
BD
CRD#: 38339
Madison Heights, VA
Past
February 6, 2018 - July 2, 2018
BRIGHTHOUSE SECURITIES, LLC
BD
CRD#: 285300
CHARLOTTE, NC
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
Alabama(6/6/2021)
RR
Alaska(6/6/2021)
RR
Arizona(6/6/2021)
RR
Arkansas(6/6/2021)
RR
California(6/6/2021)
RR
Colorado(6/6/2021)
RR
Connecticut(6/6/2021)
RR
Delaware(6/6/2021)
RR
District of Columbia(6/6/2021)
RR
Florida(6/6/2021)
RR
Georgia(11/16/2020)
RR
Hawaii(6/6/2021)
RR
Idaho(6/6/2021)
RR
Illinois(2/14/2020)
RR
Indiana(5/18/2020)
RR
Iowa(6/6/2021)
RR
Kansas(6/6/2021)
RR
Kentucky(1/26/2021)
RR
Louisiana(6/6/2021)
RR
Maine(6/6/2021)
RR
Maryland(6/6/2021)
RR
Massachusetts(6/6/2021)
RR
Michigan(1/26/2021)
RR
Minnesota(6/6/2021)
RR
Mississippi(6/6/2021)
RR
Missouri(6/6/2021)
RR
Montana(6/6/2021)
RR
Nebraska(6/6/2021)
RR
Nevada(6/6/2021)
RR
New Hampshire(6/6/2021)
RR
New Jersey(6/6/2021)
RR
New Mexico(6/6/2021)
RR
New York(6/6/2021)
RR
North Carolina(8/28/2018)
RR
North Dakota(6/6/2021)
RR
Ohio(5/18/2020)
RR
Oklahoma(6/6/2021)
RR
Oregon(6/6/2021)
RR
Pennsylvania(5/12/2021)
RR
Rhode Island(6/6/2021)
RR
South Carolina(6/6/2021)
RR
South Dakota(6/6/2021)
RR
Tennessee(2/10/2023)
RR
Texas(6/6/2021)
RR
Utah(6/6/2021)
RR
Vermont(6/6/2021)
RR
Virginia(11/16/2020)
RR
Washington(6/4/2021)
RR
West Virginia(6/6/2021)
RR
Wisconsin(11/16/2020)
RR
Wyoming(6/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PR
P.J. ROBB VARIABLE, LLC
P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Mailing Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Phone number
(901) 722-5433
Established
Tennessee since 02/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
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.
