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President / Chief Executive Officer · Eyra

Jeffrey A. Smith

CRD 4926961 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Eyra, an SEC-registered asset manager with $0 in regulatory assets, lists Jeffrey A. Smith on its Form ADV as President / Chief Executive Officer, a control person. The SEC filings also name Jeffrey at 5 other registered advisers.

Firms and roles

  • EyraPresident / Chief Executive OfficerAsset manager · United States · $0M in regulatory assets
  • Imprint Wealth LLCChief Compliance OfficerWealth manager · Mount Pleasant, SC · $132M in regulatory assets
  • UX Wealth Partners LLCChief Compliance OfficerAsset manager · Centennial, CO · $1.9B in regulatory assets
  • QTR Family Wealth, LLCChief Compliance OfficerWealth manager · Lake Mary, FL · $749M in regulatory assets
  • Wealth Watch Advisors, IncChief Compliance OfficerWealth manager · Englewood, CO · $612M in regulatory assets
  • Strategiq Funds, Inc.Chief Compliance OfficerAsset manager · SAN Antonio, TX · $0M in regulatory assets

AtlasMembers

Jeffrey’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 each firm
6 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (13)

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

See all 13 free

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