Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
5yrs
Drew Smith
Financial advisor at J.P. Morgan Securities
Drew Smith is a fiduciary financial advisor in Columbus, Ohio, with 5 years in the industry. Drew joined J.P. Morgan Securities in 2025, after two years at Morgan Stanley. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3415 Vision Dr, Columbus, OH 43219
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Feb 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2024Morgan StanleyPreviously
Contact Drew
Local office(614) 422-5748Ask for Drew. (800) 999-2000Main office · New York, NY 3415 Vision DrColumbus, OH 43219Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Drew
Tailored to Drew’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 Drew
How do I contact Drew?
Call Drew’s local office at (614) 422-5748 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Drew Smith.
How long has Drew been a financial advisor?
Drew has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Drew hold?
Series 66. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Drew 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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