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Jeffrey SmithLPL Financial Advisor

908.860.3789
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 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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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.