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Fact Sheet
 
     M.J. Smith and Associates was founded by Mark J. Smith in 1983. The firm offers fee based services and a comprehensive financial planning approach which includes income tax planning. Product implementation services are provided through Raymond James Financial Services, Inc., a national investment firm.
     M.J. Smith and Associates is an Independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission. The firm is one of the five most successful offices out of 2,235 independent branch offices of Raymond James Financial Services, Inc. .
     The firm and its principals have been recognized in Worth, Financial Planning, Registered Representative, Financial Advisor, Bloomberg Wealth Manager, and Boomer magazines as well as by Research Magazine's Winner’s Circle (an independent advocacy organization) as one of the top financial planners in the country.
     M.J. Smith and Associates is located at 9635 Maroon Circle, Englewood, Colorado 80112. For more information call 303-768-0007 or visit www.mj-smith.com.
     Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC.

Services Offered by M.J. Smith and Associates:
Comprehensive Financial/Wealth Planning, including:
Investment Planning                            Income Tax Planning
Retirement Planning                            Business Planning
Estate Planning                                  Education Planning

Markets Served:
M.J. Smith and Associates works with individuals, families, small business owners and corporate clients.

Executive Team:
Mark J. Smith, CFP®, CPA/PFS, CIMA®
Brian D. Eilers, MBA, CFP®, CIMA®



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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