Career
Jeff Smith has been COO of Plancorp since July 2025. Jeff Smith is a control person of the firm and directly owns under 5% of it. Jeff Smith holds a Master of Business Administration from the University of Phoenix. Jeff Smith studied Computer Science with Emphasis in Information Management at Webster University. Jeff Smith studied Designing and Building Artificial Intelligence at MIT xPRO.
Plancorp, LLC is a Saint Louis, MO firm with $10.6B under management, 2,383 clients and 52 advisers across 13 offices, as of its September 2026 filing.
Plancorp identifies Jeff Smith as its chief operating officer, overseeing technology, data, compliance, investment operations and custodial relationships.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Jeff Smith is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jeff Smith
- CRD
- 8167472
- Record basis
- Form ADV officer listing
- Firm bio
- plancorp.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeff Smith work?
Jeff Smith has been COO of Plancorp, LLC since July 2025, and is a control person of the firm.
Leadership at Plancorp
- J. KerckhoffChairman, President, CEO and Elected Manager
- Wesley GartonChief Financial Officer
- John SastryChief Compliance Officer, Chief Legal Officer
- Marthin De BeerElected Manager
- Michael EssonChief Information Security Officer
- Katherine (kasey) GrelleManager
- Brian KingVice Chairman and Elected Manager
- Brandon MuirheadElected Manager of Cynosure
- Benjamin RobinsElected Manager
- Spenser SegalManager