JS
J. Murray Smith
L.G. SMITH FINANCIAL SERVICES
LONG BEACH, CA 90804
Some features on this profile are disabled
CRD#: 8020700
JS
Professional summary
J. Murray Smith, who also goes by J.m. Smith, is a registered financial advisor currently at L.G. SMITH FINANCIAL SERVICES located in Long Beach, California.
J. Murray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. J. Murray has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J.m. 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.
J.M. Smith is the officer of L.G. smith Accountancy Corporation. This business is non-financial related and offers accounting services to clients. Our office is located at 4017 E. 7th St, Long Beach, CA 90804. J.M. Smith devotes approximately a total of 80 hours/month to this business with 30 hours/month during securities trading hours. L.G. Smith works as a certified public accountant for this business. To mitigate any conflicts of interest, clients are not required to engage in one service in order to receive another type of service.
CRS (Client Relationship Summary) - RIA
Click below to view J. Murray 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
May 22, 2025 - Present
L.G. SMITH FINANCIAL SERVICES
Office #1: 4017 E. 7th St., Long Beach, CA 90804RIA
CRD#: 135994
LONG BEACH, CA
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.Highlighted states indicate IAR registrations
IAR
California(5/22/2025)
Exams
Current Firm
LS
L.G. SMITH FINANCIAL SERVICES
L.G. SMITH FINANCIAL SERVICES | L.G.SMITH FINANCIAL SERVICES
CRD#: 135994 / SEC#:
California
Registered Investment Advisory firm - (3/19/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4017 E. 7th St., Long Beach, CA 90804
Mailing Address
Phone number
(562) 438-9991
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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