Skip to content

Jessica Smith

Investment adviser representative at Ele Advisory Services in Southfield, MI

Investment adviser registrationUpdated

Jessica Smith is an investment adviser representative at Ele Advisory Services, Inc, an investment adviser managing $137M, and works from its Southfield, MI office. Jessica Smith has been registered through Ele Advisory Services since 17 April 2026, has 11 years in the industry across 4 firms and has passed the Series 66 and Series 7.

11
Years in industry
0
Years at firm
4
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jessica Smith has been an investment adviser representative at Ele Advisory Services since April 2026, and is not listed among the firm’s executive officers or direct owners.

Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.

Jessica Smith’s longest registration was 5 years at Ameriprise Financial Services, Inc. (2012–2018). Before joining Ele Advisory Services in 2026, Jessica Smith was registered through Inlight Wealth and First Advisors National, LLC.

  1. – present · under a year
    Southfield, MI · Adviser representative · Firm CRD 148228
  2. Inlight Wealth
    – · 2 years
    Atlanta, GA · Adviser representative · Firm CRD 289908
  3. First Advisors National, LLC
    – · 2 years
    Snellville, GA · Adviser representative · Firm CRD 166212
  4. Ameriprise Financial Services, Inc.
    – · 5 years
    Atlanta, GA · Adviser representative · Firm CRD 6363

Credentials and registrations

Investment adviser representative registrations

Jessica Smith is registered as an investment adviser representative in 2 states. The first approvals date from April 2026; the most recent is Georgia, in August 2026.

  • GeorgiaSince 12 August 2026
  • MichiganSince 17 April 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 71 August 2012
Name
General Securities Representative Examination
Series 6621 May 2012
Name
Uniform Combined State Law Examination

Key facts

Full name
Jessica Louise Smith
CRD
4947099
Firm
Ele Advisory Services · CRD 148228
Office
20300 Civic Center Drive, Southfield, MI 48076
Registration
Investment adviser registration
In the industry since
July 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jessica Smith work?

Jessica Smith is an investment adviser representative registered through Ele Advisory Services, Inc since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jessica Smith a financial advisor?

Yes. Jessica Smith has a current investment-adviser registration in Georgia and Michigan, through Ele Advisory Services since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jessica Smith have?

Jessica Smith has 11 years in the financial industry, since July 2015, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jessica Smith passed?

Jessica Smith has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in May 2012. FINRA credited Jessica Smith with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Jessica Smith work before Ele Advisory Services?

Before Ele Advisory Services, Jessica Smith was registered through Inlight Wealth, July 2022 to December 2024; First Advisors National, LLC, September 2019 to January 2022; Ameriprise Financial Services, Inc., October 2012 to August 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Jessica Smith based?

Jessica Smith’s registered office is in Southfield, MI.

Source: IAPD individual record, checked 22 October 2026

Is Jessica Smith registered with FINRA?

No. Jessica Smith has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jessica Smith’s record?

Search CRD 4947099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Smith’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Ele Advisory Services

Sources

  1. IAPD individual record, CRD 4947099, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ele Advisory Services, Inc, filed 28 September 2026. Executive officers and direct owners; this person is not among them.