Isaac Jones has been an investment adviser representative at SMI Advisory Services since September 2023, and is not listed among the firm’s executive officers or direct owners.
Smi Advisory Services, LLC is a Columbus, IN firm with $949M under management, 1,083 clients and 5 advisers in one office, as of its January 2026 filing.
- Smi Advisory Services, LLCCurrent– present · 3 yearsColumbus, IN · Adviser representative · Firm CRD 137872
Investment adviser representative registrations
Isaac Jones is registered as an investment adviser representative in Indiana, since September 2023.
- IndianaSince 7 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7792931
- Firm
- SMI Advisory Services · CRD 137872
- Office
- 4400 RAY BOLL BLVD., Columbus, IN 47203
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Isaac Jones work?
Isaac Jones is an investment adviser representative registered through Smi Advisory Services, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Isaac Jones a financial advisor?
Yes. Isaac Jones has a current investment-adviser registration in Indiana, through SMI Advisory Services since September 2023.
How many years of experience does Isaac Jones have?
Isaac Jones has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Isaac Jones passed?
Isaac Jones passed the Series 65 in August 2023.
Where is Isaac Jones based?
Isaac Jones’ registered office is in Columbus, IN.
Is Isaac Jones registered with FINRA?
No. Isaac Jones has no current broker registration.
How can I verify Isaac Jones’ record?
Search CRD 7792931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaac Jones’ full registration record.
