Jeff Smits

Biography

With a passion for capital markets and assisting clients with their financial success, Jeff’s business philosophy aims to cultivate, grow, protect, and pass on wealth to successive generations and charitable organizations. As Chartered Retirement Planning Counselor (CRPC), Jeff addresses the most common need for clients: financial planning for their future and retirement.

With upwards of 17 years in the finance industry, Jeff shares that joining Wedbush was a logical choice, as the firm best equips him to manage client portfolios and assist clients in reaching specific financial goals. Prior to joining Wedbush in 2023, Jeff started his career in finance at Morgan Stanley, before
moving to Stifel Nicolaus. After nine years there, he moved to Edward Jones for seven years, and is now an integral component of Wedbush. Through Jeff’s planning process, he works closely with specific experts in various areas, including estate attorneys, certified public accountants, and more. With these
connections and knowledge, Jeff supplements his own valuable expertise to provide clients with a ‘team’ of diverse professionals working together diligently for the common good of the client.

A California native, Jeff was born and raised in Ventura County before moving to Orange County to attend Cal State University, Fullerton, where he received his Bachelor of Arts. When Jeff was younger, he even resided in Maui, Hawaii, before moving back to the mainland. He then lived in Boise, Idaho for the following seven years, and, today, Jeff and his family now call Orange County home. Outside of work, Jeff enjoys spending time with his wife of almost 20 years and their three wonderful children.

SPECIALIZATIONS

• Estate Planning
• Financial Planning
• Retirement Planning
• Wealth Accumulation
• Wealth Management

Credentials

Series 7, 31, 65, and 66 securities licenses
Chartered Retirement Planning Counselor )CRPC)
Licensed in 16 States - AK, AZ, CA, CO, DC, FL, ID, MA, MN, NV, OR, SC, SD, TX, WA, WY

Mission Statement