Jay L. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Jay L. Smith, CFP®

Wealth Manager

Raymond James Financial Services

28 S Washington St, Suite 204
Oxford, MI 48371-0004

Raymond James Financial Services

200 E Big Beaver Rd., Suite 128
Troy, MI 48083
FINANCIAL ADVISOR'S WEBSITE
(800) 750-6695
(248) 628-7259 (248) 299-7833

General

Jay Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services in Oxford, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources