Jeffrey Andrew Smith
Chief Compliance OfficerAdvisor Share Wealth Management, LLCCRD 4926961
About Jeffrey Andrew Smith
Jeffrey Andrew Smith is listed as Chief Compliance Officer at Advisor Share Wealth Management, LLC in Vancouver, WA. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Andrew Smith is associated with 8 registered advisers.
Reported ownership
Owns Under 5% of Advisor Share Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Andrew Smith work?
Jeffrey Andrew Smith is listed as Chief Compliance Officer at Advisor Share Wealth Management, LLC on SEC Form ADV.
How much of Advisor Share Wealth Management, LLC does Jeffrey Andrew Smith own?
Form ADV reports a beneficial ownership band of Under 5%.
Advisor Share Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | President / Chief Executive Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |