
Jeremy Smith CFS
Financial Advisor
615-383-0262
Professional Services
- Personal and Business Insurance
- Disability Insurance
- Long Term Care Insurance
- Investments
- Financial Needs Analysis
- College Funding
- Estate Conservation Strategies
Professional Qualifications
- Series 7 Securities Registration
- Series 63, 65 Securities Registration
- Life/ Health License
- Million Dollar Round Table (MDRT), Earned Life Member
- Certified Fund Specialist (CFS)
Personal
- Financial Service Experience since 2004
- Grew up in Chattanooga, TN
- Graduated from Bryan College (Dayton, TN)
- Married Patricia in 1998 and have two children
- Supporter of Blood:Water Mission
- Crossfit Enthusiast and coach
- Annual Mission Trip to Costa Rica
- Served as a Board Member for:
- Outdoor Encounter
- FAITH RXD
- Franklin High School Band
You should never have to say "I wish I would have..."
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.