Jeffrey Smith has been President & CCO of North Shore Investment Consulting since January 2004, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Smith holds an MBA in Finance from DePaul University and a BA in Economics from Northern Illinois University.
North Shore Investment Consulting LLC is a Wilmette, IL firm with $171M under management, 103 clients and 1 adviser in one office, as of its February 2026 filing.
Jeffrey Smith is Co-founder of North Shore Investment Consulting. He has more than 30 years of portfolio management experience, including oversight of pension and corporate assets within a major Chicago-based institutional organization.
- – present · 22 yearsWilmette, IL · Adviser representative · Firm CRD 131763
Professional designations
Listed by North Shore Investment Consulting
- CFP®
- CFA®
Investment adviser representative registrations
Jeffrey Smith is registered as an investment adviser representative in 2 states. The first approvals date from July 2004; the most recent is Texas, in January 2022.
- IllinoisSince 6 July 2004
- TexasSince 10 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 24 September 1993 |
| Series 24 | General Securities Principal Examination | 12 October 1990 |
| Series 4 | Registered Options Principal Examination | 13 May 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 November 1987 |
| Series 7 | General Securities Representative Examination | 17 October 1987 |
- Name
- National Commodity Futures Examination
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Robert Smith
- CRD
- 1750020
- Firm
- North Shore Investment Consulting · CRD 131763
- Role
- President & CCO
- Office
- 1150 WILMETTE AVENUE, SUITE E, Wilmette, IL 60091
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nsinv.com
Where does Jeffrey Smith work?
Jeffrey Smith has been President & CCO of North Shore Investment Consulting LLC since January 2004, and is a control person of the firm.
Is Jeffrey Smith a financial advisor?
Yes. Jeffrey Smith has a current investment-adviser registration in Illinois and Texas, through North Shore Investment Consulting since July 2004.
How many years of experience does Jeffrey Smith have?
Jeffrey Smith has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has Jeffrey Smith passed?
Jeffrey Smith has passed 5 licensing exams: the Series 7, Series 63, Series 4, Series 24 and Series 3. The earliest, the Series 7, was passed in October 1987.
Where is Jeffrey Smith based?
Jeffrey Smith’s registered office is in Wilmette, IL.
Is Jeffrey Smith registered with FINRA?
No. Jeffrey Smith has no current broker registration.
Is Jeffrey Smith a CFP?
North Shore Investment Consulting lists Jeffrey Smith with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Jeffrey Smith a CFA charterholder?
North Shore Investment Consulting lists Jeffrey Smith with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Jeffrey Smith’s record?
Search CRD 1750020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Smith’s full registration record.
- Darlene SmithAdministration