Morgan Stanley
43yrs
Top advisor by experience in Jackson
New
Michael Smith
Financial advisor at State Farm Investment Management
Michael Smith is a fiduciary financial advisor in Jackson, Wyoming, registered since Mar 2026. Michael joined State Farm Investment Management in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 58 advisors with offices in Jackson, and one of 45 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office10 Stormy Circle, Jackson, WY 83001
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
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
- May 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Michael
How do I contact Michael?
Call State Farm Investment Management at (800) 447-0740 and ask for Michael Smith. Michael works from the Jackson, WY office.
How long has Michael been a financial advisor?
Michael is new to the profession, registered since Mar 2026, and holds 2 licenses.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Michael 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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