AUMdb
JA

Joffrey Adam Smith

CRD 4625300 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
The Patriot Financial Group Insurance Agency, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗