Ameriprise Financial Services
36yrs
Top advisor by experience in Powell
34yrs
Kevin Smith has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Powell, Ohio. Kevin has been with J.P. Morgan Securities since 2012; before that, Kevin spent three years at Chase Investment Services and two years at Osaic Wealth. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 105 advisors with offices in Powell, and one of 84 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 2% by experience at J.P. Morgan Securities
Office7451 Sawmill Parkway, Powell, OH 43065
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2012Chase Investment Services Corp.Previously
- 2003 – 2006Osaic Wealth, Inc.Previously
- Oct 2001 – Aug 2003Raymond James Financial Services, Inc.Previously
Contact Kevin
(800) 999-2000Firm headquarters in New York, NY. Ask for Kevin. 7451 Sawmill ParkwayPowell, OH 43065Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Kevin Smith. Kevin works from the Powell, OH office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 1992, about 34 years. Top 2% by experience at J.P. Morgan Securities.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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