Varra Financial
43yrs
Top advisor by experience in Louisville
17yrs
Based in Louisville, Colorado, Eric Smith is a fiduciary financial advisor with 17 years of industry experience. Eric joined J.P. Morgan Securities in 2019, after three years at Advice and Planning Services and four years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 81 advisors with offices in Louisville, and one of 67 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 72% of advisors at J.P. Morgan Securities
Office578 S. McCaslin Blvd., Louisville, CO 80027
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- 2016 – 2019
- 2012 – 2016MerrillPreviously
- 2010 – 2012Investors Capital Corp.Previously
Questions to ask Eric
Tailored to Eric’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Eric Smith. Eric works from the Louisville, CO office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 17 years. More experience than 72% of advisors at J.P. Morgan Securities.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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