AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JS

Jacob Smith

M1 CAPITAL MANAGEMENT
TROY, MI
·CRD# 7842883·3 years experience

Professional Summary

Jacob Smith, who also goes by Jacob Tyler Smith, Jake Smith, is a registered financial advisor currently at M1 CAPITAL MANAGEMENT LLC located in Troy, Michigan and THIRD SIGMA INVESTMENT ADVISORS LLC located in Troy, Michigan. Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jacob Tyler Smith, Jake Smith

Blog Corner

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
View profile
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

M1 CAPITAL MANAGEMENT LLC·CRD# 158269
RIA
200 E Big Beaver Rd Ste 132, Troy, MI 48083
June 9, 2025 - Present
THIRD SIGMA INVESTMENT ADVISORS LLC·CRD# 151188
RIA
200 E Big Beaver Rd, Ste 132, Troy, MI 48083
August 28, 2025 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Birmingham, MI
January 30, 2024 - June 9, 2025
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Birmingham, MI
January 9, 2024 - June 9, 2025

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Current Firm

MC
M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT | M1 CAPITAL MANAGEMENT LLP | M1 CAPITAL MANAGEMENT LLC

CRD#: 158269 / SEC#: 801-72578
RIA
Registered Investment Advisory firm - SEC (7/27/2011 Approved)

Contact Information

Main Address

200 E Big Beaver Rd Ste 132, Troy, MI 48083

Phone Number

(248) 556-4600

# of Employees

12

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

M1 CAPITAL MANAGEMENT BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,020

AUM (Assets Under Management)

$450,372,440

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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.

TEEN HYPE POSITION: Board Member NATURE: Since 2004, Teen HYPE has reached more than 35,000 Detroit-area youth with programming designed to help prepare them for the world. Every year, hundreds of students in dozens of schools receive adolescent health education that promotes future-oriented thinking, avoiding risky behaviors, and honoring their voice. We have also trained more than 600 teens as Peer Educators who apply their leadership in service to their communities and other young people. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 1938 Franklin, Suite 109, Detroit MI 48207, United States DESCRIPTION: I will be a board member serving a 3 year term where I will be focused on helping plan events and bringing on sponsors. NAME OF OTHER BUSINESS: M1 WEALTH ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: LICENSED INSURANCE SALES, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: Insurance Products Sales; NAME OF OTHER BUSINESS: THIRD SIGMA INVESTMENT ADVISORS, INVESTMENT RELATED: YES, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2025, POSITION/TITLE/RELATIONSHIP: IAR APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 10,

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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".
MC
M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT | M1 CAPITAL MANAGEMENT LLP | M1 CAPITAL MANAGEMENT LLC

CRD#: 158269 / SEC#: 801-72578
RIA
Registered Investment Advisory firm - SEC (7/27/2011 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.
IAR
Michigan
(6/9/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2023About the SIE exam

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#
JS
Follow Jacob
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required