Jared Smith

Jared Smith is currently a Trading Service Associate at AE Wealth Management, LLC, where he is responsible for supporting the firm’s trading operations, including order execution, trade settlements, and providing client service for investment transactions. In this role, he focuses on facilitating seamless processes across a variety of asset classes, particularly equities, fixed income, and mutual funds, to ensure accuracy and efficiency within the trading desk.

Prior to joining AE Wealth Management, Jared was an Advisor Service Associate at Advisors Excel, where he gained hands-on experience supporting advisors and clients with account management, compliance, and operational requests. His early professional background also includes a position at Kaw Valley Bank, where he developed foundational skills in financial services and client relationship management.

Jared holds a Bachelor of Arts in Marketing from Jacksonville State University, equipping him with expertise in communication and client engagement relevant to the investment industry. His professional journey reflects a commitment to operational excellence and supporting advisers in wealth management, with a focus on the core sectors and instruments prevalent in retail investment portfolios.