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Mark J. Smith, CFP®, CPA/PFS, CIMA® |
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Repeatedly recognized by industry publications as one of the top
financial advisors in the U.S., Mark J. Smith is principal of M.J. Smith
and Associates, a Denver wealth management firm. He is a CERTIFIED
FINANCIAL PLANNER™ practitioner, a Certified Public Accountant and
Personal Financial Specialist, and a Certified Investment Management
Analyst®. He graduated from the University of Iowa with a bachelor of business administration degree in accounting. Prior to organizing his wealth management firm in 1983, Smith was a senior accountant and tax specialist for the international certified public accounting firm of Deloitte, Haskins and Sells, where he gained extensive experience in individual and business taxation, in addition to estate planning. He also served as the Director of Income Taxes for Affiliated Bankshares of Colorado, a 29-bank holding company. Smith was in charge of all income tax-related matters for 37 corporations. In February 2009, Barron’s named Smith the number one independent financial advisor in Colorado, and third of all financial advisors in Colorado. Rankings are based on assets under management, revenues, and quality of advisor’s practices. He was also previously recognized by Registered Rep |
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magazine, Worth magazine, and The Winner’s Circle, an independent
advocacy organization. Smith has earned membership in the Raymond James
Financial Services, Inc. Chairman’s Council, comprised of the
organization’s top advisors, every year since 1988. Smith speaks to national professional audiences about investment planning and asset management, retirement, tax and business planning, and other topics. He has appeared on local news and in national financial education media and training videos. Smith was chosen by the Colorado Society of CPAs and the American Institute CPAs to teach investment and financial planning courses to its members for continuing education. He is currently the President of the Colorado Society of CPAs Education Foundation, a nonprofit organization established to provide financial assistance to accounting students. Raymond James Financial Services also asks Smith to conduct training and educational workshops for its independent advisors. Proceeds from these workshops fund scholarships to help students from needy families. Smith has scholarships established at schools in Denver, including Metropolitan State College of Denver and Arapahoe Community College, as well as in his home state of Iowa, at the University of Iowa and Iowa Central Community College. He serves on the Board at The Kempe Foundation, a non-profit advocacy organization for the prevention and treatment of child abuse and neglect. Smith is also actively involved with The Salvation Army and is a past board member. M. J. Smith and Associates offers fee-based asset management services with a comprehensive financial planning approach which includes income tax planning. The firm is an independent registered investment advisor with the U.S. Securities and Exchange Commission. For more information call 303-768-0007 or visit www.mj-smith.com. Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Back to About Us |
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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities Offered Through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC |
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