Investment adviser representative · Parker Wealth Management, LLC
Jeffrey P. Smith
CRD 5900988 · Windsor, CT
At a glance
Jeffrey P. Smith is an investment adviser representative with Parker Wealth Management, LLC in Windsor, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Parker Wealth Management, LLCSince June 2012Windsor, CT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.