Jeremy Smith CFS

Financial Advisor

Email Jeremy

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)


  • 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
    • 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.