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Our Team

We’re a close-knit group of people with a shared love for helping people. Our interests range from travel, to pets, food, sports, and of course, all things financial – but together, our most important interest is helping our clients succeed. We love getting to know you and your family, celebrating your milestones, being there for you when you need us, and cheering you on as you accept new challenges.

Our Team

Mark J. Smith, CFP®, CPA/PFS, CIMA®

President,

Branch Manager, RJFS

Jerry Gill, CIMA®, CFP®, CLU®

Senior Vice President,

Firm Development

Tom Jacobsen, MBA

Chief Operating Officer,

Operations Manager, RJFS

Drew Harper, CFA, CFP®

Senior Financial Consultant

Drew Barnes, CFP®

Senior Financial Consultant

Jacob Jaegle, CFP®

Senior Financial Consultant

Alexa Kane, CFP®, CDFA™

Senior Financial Consultant

Brittany Rice

Financial Representative

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Ricardo Millan, MBA

Operations Specialist

Mark J. Smith, CFP®, CPA/PFS, CIMA®

President,

Branch Manager, RJFS

Meet Mark

Jerry Gill, CIMA®, CFP®, CLU®

Senior Vice President,

Firm Development

Meet Jerry

Tom Jacobsen, MBA

Chief Operating Officer,

Operations Manager, RJFS

Meet Tom

Drew Harper, CFA, CFP®

Senior Financial Consultant

Meet Drew

Drew Barnes, CFP®

Senior Financial Consultant

Meet Drew

Jacob Jaegle, CFP®

Senior Financial Consultant

Meet Jacob

Alexa Kane, CFP®, CDFA™

Senior Financial Consultant

Meet Alexa

Brittany Rice

Financial Representative

Meet Brittany

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Meet Amber

Ricardo Millan, MBA

Operations Specialist

Meet Ricardo

About Raymond James

M.J. Smith & Associates clears securities transactions through Raymond James Financial Services. Its parent company, Raymond James, is one of the country’s leading financial planning and investment services firms.

Founded in 1962 and a public company since 1983 (NYSE: RJF), Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Through its three broker/dealers – Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. – its more than 7,100 financial advisors serve 2.9 million accounts in 2,900 locations throughout the world.1

While we remain independent of Raymond James, with the complete freedom to act only in the best interests of the individuals and families we serve, we believe this relationship ensures that our clients enjoy the best of both worlds – all the resources of working with a large securities firm and all the advantages of working with our dedicated team.

To learn more, visit raymondjames.com.

1. Data as of 12/31/2016.

Team News

Spring 2019

Tom James, left, with Mark Smith

- In late April, Mark Smith was pleased to once again meet with Tom James, Chairman Emeritus of Raymond James Financial, along with other members of Raymond James leadership. They met for breakfast during the recent Raymond James Conference, Elevate, in Las Vegas, NV. Mark is grateful for his long-standing relationship with Mr. James and their numerous discussions about how to help further the industry.

- We would like to extend a warm welcome to Tyler Schaefer, who joined the team in February as an Operations Specialist. He holds a wide range of responsibilities helping the on-boarding of new clients and the maintenance of existing client accounts. He loves spending time with his wife, Katie, and their little pup, Dave. He also enjoys golfing, playing softball and volleyball, and searching for new breweries/eateries to try. You will also find him rooting for any of my local Wisconsin sports teams.

- Amber Adams and Drew Barnes are serving as Young Professional Co-chairs for Invisible Disabilities Association’s (IDA) 12th annual awards gala “Invisible No More - The Reveal” on Oct. 18, 2019. Young Professional Gala Chairs help foster excitement and engagement with IDA and the people they serve who live daily with invisible disabilities, illness and pain. Amber and Drew will have the opportunity to draw on their personal and business influence networks to garner support for IDA from fellow young professionals in Colorado and throughout the nation for this year’s Gala and beyond.

You can learn more about IDA by watching the Invisible No More video.  Learn about the Gala or register to attend at https://invisibledisabilities.org.

- Drew Barnes and his wife discovered that while they can help others on their own, they can make an even bigger difference with friends. They formed a group of close friends to pool their money so they can donate to causes important to them. The group doesn’t use the money to support any established charitable organizations or nonprofits. Their goal is to have a direct impact on the people in their community. As Drew explains, “We make direct donations to individuals and/or families who are in need, whether it is help with medical bills, education expenses, or simply treating a family who has been having a hard time to dinner. It’s incredible the impact you can make in people’s lives.”

- Jake Jaegle and his family visited Disneyland in Anaheim, California, in February. The trip was their son, Cooper’s, first visit to see Mickey and, “He sure did have a blast,” Jake says. Ask Jake about his time there but beware - he says he’ll talk your ear off and has a million photos to share!

- Alexa Kane, her husband Matt and baby Patrick recently took a nine-day road trip through Utah and Arizona, hitting four National Parks (Bryce Canyon, Zion, Grand Canyon & Arches) along the way, in addition to Horseshoe Bend and Grand Falls. Their adventure also included a visit to Alexa’s brother and his wife, who live in Flagstaff. “We had an amazing time and can’t wait to take Patrick to more National Parks!”

- “A great trip overall,” is how Drew Harper describes his recent adventure in England. He visited the cities of London, Canterbury, Windemere and York. Favorite sights and activities included: Parliament, Big Ben, the British Museum, Buckingham Palace, Hampton Court Palace, Shakespeare’s Globe, the Tower of London, Canterbury Cathedral, hiking in the beautiful Lake District, Clifford’s Tower and York Minster.

Questions?

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