Jeremy Smith is an adept Financial Advisor and Certified Fund Specialist with nearly 20 years of experience, building financial plans to care for clients at every life stage. Before starting his career, he earned a Bachelor of Arts in Communications from Bryan College. He then spent 6 years post-grad in the pharmaceutical industry and witnessed an atmosphere where people were pushed to buy things they didn’t really want. He broke away so that he could serve people better by providing unbiased advice and autonomy in financial services. Jeremy is a Lifetime member of the Million Dollar Round Table, was selected for recognition at the National Sales Convention on multiple occasions, and has received numerous awards including President’s Club, Platinum Achiever, Senate Award, and Top of the Pyramid.
Jeremy’s favorite part of his job is the people. Although his career began with a focus on medical professionals, Jeremy doesn't work with a specific niche. Over the years, he's evolved to serve a broader spectrum, focusing on those who genuinely need his help, regardless of their net worth. His goal is to be able to look clients in the eye and say that the family, friends, loved ones, and legacy they leave behind will be taken care of, no matter their circumstances.
Outside of work, Jeremy is a father and a husband. He is a two-year blue belt in ju-jitsu—he won the Pan American championship in 2022 and plans on competing at world championships in 2025. He often finds himself connecting with potential clients on the mat. Jeremy's community involvement doesn't stop at sports. He's a member of Conduit Church and sits on the boards of the Freedom and Whiskey Foundation and One Hundred Strong. He also loves rucking, holistic wellness, golf and is a bourbon aficionado.
Education:
- Bachelor of Arts in Communications, Bryan College
Professional Services:
- Philanthropic Planning
- Estate and Legacy Planning
- Retirement Planning
- Financial Planning
- Wealth Management
- Cash Flow Planning
Professional Qualifications:
- Certified Fund Specialist
- 20 years of industry experience
- Lifetime Member of MDRT
- He was selected for recognition at the National Sales Convention multiple times.
- Recipient of the *President's Club and *Senate Award.
Community / Industry Involvement:
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
*The Securian Financial Services, Inc. Presidents’ Club membership was granted in 2007 with an evaluation period of 2006 criteria. The President's Club membership is granted in odd years to financial professionals who achieved $1,575,000 in Grid Revenue and 560,000 in Recognition Credits*. This membership is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
* Recognition Credits represent the combined total of Sales Based Credits** and Bonus Points***.
**Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: 1.Annualizing the credit generated by the sale of most life insurance products. 2.Providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees. 3. Providing credit for all other first year Grid Revenue, when earned.
***Bonus Points can be earned through Securian’s New Life Policy Count and Financial Professional Referral programs.
*The Securian Financial Services, Inc. Senate Club membership was granted in 2006 with an evaluation period of 2006 criteria. The Senate Club recognizes new financial professionals who were new to the profession when joining Securian through their fourth full calendar year with Securian who achieved a stated production level. This membership is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
