Jeffrey Smith, Registered Investment Adviser

Jeffrey Smith, Registered Investment Adviser

Principal, The Retirement Smith LLC

Jeffrey B. Smith is the founder of The Retirement Smith, where he provides retirement and income-planning guidance to individuals and families. He entered the financial services industry in 1998 after studying political science with an emphasis on economics and conflict resolution.

Smith began his career in insurance and later expanded his practice to focus on comprehensive retirement planning. In 2017, he passed the Uniform Investment Adviser Law Examination (Series 65) and became an Investment Adviser Representative with Gradient Advisor, LLC, operating under a fiduciary standard.

In 2021, Smith formalized two separate entities — The Insurance Smith and The Retirement Smith — to distinguish insurance services from investment advisory work. His commentary on retirement planning, risk management and financial decision-making has appeared in national media outlets including MarketWatch, AOL, Fortune and on television.

Smith also co-hosts the Fitness and Finance podcast and lives in Fredericksburg, Virginia.

Email: Jeff@Theretirementsmith.com | Website: www.theretirementsmith.com | Facebook

Latest articles by Jeffrey Smith, Registered Investment Adviser

Scared and surprised young woman with open eyes hiding face under blanket

Money Monsters Under the Bed? What You're Really Afraid Of

When financial anxiety keeps you awake, money isn't usually the root cause of the problem. Identifying the real demons will help you sleep — and live — better.