WS
William J. Smith
THURSTON SPRINGER ADVISORS
Tyler, TX 75701
Some features on this profile are disabled
CRD#: 8016959
WS
Professional summary
William Jeremiah Smith, who also goes by William Smith, Jeremy Smith, William J Smith, William Jeremy Smith, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Tyler, Texas and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Tyler, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Smith | Jeremy Smith | William J Smith | William Jeremy 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.
My other business activities are passive at this point. My wife and I co-own a rental property in College Station, TX. The rental property is located at 3104 Pleasant Grove, College Station, TX 77845. My wife primarily manages this rental property. It requires on average 1 hour per month of my time and that would not be during securities trading hours. The other business activity I have is just receiving passive income from my previous insurance career. Texas Farm Bureau Insurance (property and casualty insurance products) purchased the insurance agency I managed for them from me and is paying that out over a 120 month time period. Those payments go to William J Smith Insurance Services LLC which is the company I created to be contracted with them. William J Smith Insurance Services was also contracted with Southern Farm Bureau Life Insurance Company (life insurance products). They are paying trail commissions to William J Smith Insurance Services LLC for policies that were sold while contracted with them. Contracts with both Texas Farm Bureau Insurance and Southern Farm Bureau Life Insurance were terminated effective 4/30/2024. So, I am no longer actively working in those businesses, but income is still being received from my time there. DBA Trinity Capital Managment
CRS (Client Relationship Summary) - RIA
Click below to view William Jeremiah 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
October 17, 2025 - Present
THURSTON SPRINGER ADVISORS
Office #1: 821 Ese Loop 328 Ste 110, Tyler, TX 75701RIA
CRD#: 299201
Tyler, TX
Current
October 17, 2025 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 821 Ese Loop 328 Ste 110, Tyler, TX 75701BD
CRD#: 8478
Tyler, TX
Past
January 28, 2025 - October 27, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
TYLER, TX
Past
January 1, 2025 - October 27, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
TYLER, TX
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".
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
Registered Investment Advisory firm - (11/2/2018 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.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(10/28/2025)
RR
Arkansas(10/17/2025)
RR
California(11/11/2025)
RR
Colorado(11/11/2025)
RR
North Carolina(11/11/2025)
RR
Texas(10/17/2025)
IAR
Texas(10/17/2025)
RR
Virginia(11/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
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Contact information
Main Address
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 581-4000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,759 |
| AUM (Assets Under Management) | $ 3,675,305,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | ||
| 02/28/2024 |
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.
