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Carl S

Series 63, Series 65

Nashua, NH

CJS Financial Advisers / CJSF Advisers

Carl Smith is the principal advisor at CJS Financial Advisers / CJSF Advisers in Nashua, NH, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Primex, NFSG Corporation, and Lasalle St. Investment Advisors. Outside of his advisory role, he is involved as a licensed real estate sales associate in Florida and serves as senior managing director of a private fund. CJSF Advisers primarily acts as a solicitor to other investment advisers while also offering direct advisory and financial planning services. The firm provides both discretionary and non-discretionary advice using a combination of passive and active investment strategies and employs a variety of fee arrangements for clients who choose direct management.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting
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