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COO · Plancorp, LLC

Jeff Smith

CRD 8167472 · Named on Form ADV at one SEC-registered adviser

At a glance

Plancorp, LLC, an SEC-registered wealth manager based in Saint Louis, MO with $10.6 billion in regulatory assets, lists Jeff Smith on its Form ADV as COO, a control person.

Firms and roles

  • Plancorp, LLCCOOWealth manager · Saint Louis, MO · $11B in regulatory assets

AtlasMembers

Jeff’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Jeff on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeff’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.