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Jeffrey SmithLPL Financial Advisor

73 Mountainview Boulevard
Basking Ridge, NJ 07920

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Jeffrey Smith has worked as a Financial Consultant for over 20 years, with the last 6 years at Affinity Investment Services.

His experience hails from many years of working at some of the top investment firms including Salomon Smith Barney and Merrill Lynch. He designs and implements investment strategies tailored to clients' financial goals and risk parameters. Additionally, he helps employers construct and implement 401(k) plans that focus on employee participation and income in retirement.

Jeff earned a Bachelor of Business Administration in Finance from the University of Massachusetts, Amherst, and is a Registered Representative of LPL Financial.

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1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

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