A complete list of active advisors currently associated with L. J. Smith & Co LLC

Warmer can help you find a great advisor at L. J. Smith & Co LLC or one who fits your needs even better.

L.J. Smith & Co. provides investment advisory services to individuals and high-net-worth individuals, offering ongoing portfolio management alongside standalone financial planning that covers investment, retirement, tax, college, life insurance review, and debt/credit planning. The firm states it tailors programs to each client and prepares an Investment Policy Statement to document goals, time horizon, and risk tolerance. The adviser explains it uses fundamental analysis and modern portfolio theory with a long-term trading horizon and may seek discretionary authority to implement portfolio recommendations. Clients receive periodic account reviews and custody is expected to be through Schwab Institutional, with account reporting delivered quarterly. Compared with many peers in its regulatory category, the firm combines discretionary portfolio management for individuals with negotiated fixed-fee financial planning — an arrangement the brochure highlights as part of its service model. The brochure also notes the firm’s principal is licensed as an insurance agent (though the firm indicates he does not intend to sell insurance to clients), and the firm does not act as a private fund adviser; it further discloses potential soft-dollar and institutional services available via its chosen custodian.

To learn more about the advisors currently working at L. J. Smith & Co LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Levi Smith	Jacksonville, TX	5

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