Jarryd Smith has been Managing Member/Chief Compliance Officer of Harbor Light Planning since January 2024, is a control person of the firm and directly owns 75% or more of it. Jarryd Smith studied at The George Washington University Law School.
Harbor Light Planning, LLC is a firm with $111M under management, 72 clients and 1 adviser in one office, as of its May 2026 filing.
Jarryd Smith is Managing Partner and Senior Financial Planner of Harbor Light Planning. He transitioned to the financial planning industry in 2019. He is a member of the Financial Planning Association (FPA) and the Alliance of Comprehensive Planners (ACP).
- Harbor Light PlanningCurrent– present · 5 yearsRoyal Oak, MI · Adviser representative · Firm CRD 129022
Professional designations
Listed by Harbor Light Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jarryd Smith is registered as an investment adviser representative in Michigan, since August 2021.
- MichiganSince 24 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jarryd D Smith
- CRD
- 7404962
- Firm
- Harbor Light Planning · CRD 129022
- Role
- Managing Member/Chief Compliance Officer
- Office
- Royal Oak, MI
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- harborlightplanning.com
Where does Jarryd Smith work?
Jarryd Smith has been Managing Member/Chief Compliance Officer of Harbor Light Planning, LLC since January 2024, and is a control person of the firm.
Is Jarryd Smith a financial advisor?
Yes. Jarryd Smith has a current investment-adviser registration in Michigan, through Harbor Light Planning since August 2021.
How many years of experience does Jarryd Smith have?
Jarryd Smith has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Jarryd Smith passed?
Jarryd Smith passed the Series 65 in August 2021.
Where is Jarryd Smith based?
Jarryd Smith’s registered office is in Royal Oak, MI.
Is Jarryd Smith registered with FINRA?
No. Jarryd Smith has no current broker registration.
Is Jarryd Smith a CFP?
Harbor Light Planning lists Jarryd Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jarryd Smith, CFP® biography, harborlightplanning.com
How can I verify Jarryd Smith’s record?
Search CRD 7404962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jarryd Smith’s full registration record.