Truist Advisory Services
41yrs
Top advisor by experience in Gastonia
25yrs
Jay Smith is a fiduciary financial advisor in Gastonia, North Carolina, with 25 years in the industry. Jay joined Raymond James & Associates in 2024, after 17 years at Edward Jones and less than a year at Wells Fargo Advisors. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 49 advisors with offices in Gastonia, and one of 45 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 20% by experience in Gastonia
Office250 South New Hope Rd Suite C, Gastonia, NC 28054
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRaymond James & Associates, Inc.Current firm
- 2007 – 2024Edward JonesPreviously
- Nov 2002 – Dec 2002Wells Fargo Clearing Services, LLCPreviously
- Jan 2002 – Jun 2002Wachovia Securities, Inc.Previously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- 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 Jay
How do I contact Jay?
Call Raymond James & Associates at 727-567-1000 and ask for Jay Smith. Jay works from the Gastonia, NC office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2002, about 25 years. Top 20% by experience in Gastonia.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jay 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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