B. Riley Wealth Advisors
46yrs
Top advisor by experience in Buffalo
15yrs
Jared Smith
Full name on record: Jared Michael Smith
Financial advisor at Raymond James Financial Services Advisors
Jared Smith is a fiduciary financial advisor in Buffalo, New York, with 15 years in the industry. After three years at M&t Securities and a year at LPL Financial, Jared joined Raymond James Financial Services Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 385 advisors with offices in Buffalo, and one of 327 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in New York
Office434 Delaware Ave Suite CSG, Buffalo, NY 14222
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
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.
Career
- 2021 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2016 – 2019M&t Securities, Inc.Previously
- May 2015 – Sep 2016LPL Financial LLCPreviously
Contact Jared
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Jared. 434 Delaware Ave Suite CSGBuffalo, NY 14222Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Jared Smith. Jared works from the Buffalo, NY office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2011, about 15 years. More experience than 51% of advisors in New York.
What licenses does Jared hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jared 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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