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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.

Read on to learn more about our team members.

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™

Financial Consultant

Hannah Near, CPA

Financial Consultant

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Brittany Rice

Operations Specialist, RJFS

Data Analyst/Billing Specialist, MJSA

Ricardo Millan, MBA

Operations Specialist

Miranda Meyer, M.A.

Director of Marketing & Communication

Marketing Manager, RJFS

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™

Financial Consultant

Meet Alexa

Hannah Near, CPA

Financial Consultant

Meet Hannah

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Meet Amber

Brittany Rice

Operations Specialist, RJFS

Data Analyst/Billing Specialist, MJSA

Meet Brittany

Ricardo Millan, MBA

Operations Specialist

Meet Ricardo

Miranda Meyer, M.A.

Director of Marketing & Communication

Marketing Manager, RJFS

Meet Miranda

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

Summer 2018

- We’re pleased to welcome Jacob Jaegle, CFP®, who joined our firm in June 2018 as a Financial Consultant.  He has over a decade of industry experience. Jacob is a CERTIFIED FINANCIAL PLANNER™ and takes personally the responsibilities of providing unbiased and holistic advice to all his clients. As a Coloradan, Jacob spends his free time in the mountains camping, hiking, and fishing with his family – Ellycia (wife), Cooper (son) and Thor (dog). Read his full bio here.

- We are thrilled to announce the newest member of the M.J. Smith family! Congratulations to Alexa Kane, CFP®, CDFA™ and her husband, Matt, for welcoming a new baby boy. Patrick Michael Kane was born on May 22nd at 8:46pm, weighing in at 7 pounds 8 ounces and 21 inches long. Little Patrick loves riding in his stroller and hanging out with his fur brother, Oliver. We think that adorable face has future financial consultant written all over it!

- Members of our team, including Mark Smith, CFP®, CPA/PFS, CIMA®, Tom Jacobsen, MBA, Drew Harper, CFA, CFP®, Drew Barnes, CFP® and Miranda Meyer, MBA, had the pleasure of recently attending the Raymond James Financial Services (RJFS) National Conference that took place from May 21st – 25th in National  Harbor, D.C. The conference theme, “Elevate,” gave us an opportunity to focus on our expertise and professional development strategies to elevate your experience as we strive to enhance your financial future.  In addition to education sessions and presentations centered on enhancing client service and investment and tax strategies, the conference gave our team the chance to catch up on the latest industry standards, regulatory changes, and other subjects of universal interest.

- In June, Drew Harper, CFA, CFP® and his wife, Lauren, spent a week in the Northwest. Their trip began with a flight to Sacramento, sightseeing all the way up to Seattle.  Their favorite highlights were hiking in the Redwoods near Mt. Hood, visiting Crater Lake, the Oregon coast and Pike’s Place in Seattle. They had a wonderful time and appreciated the client recommendations, all of which were excellent!

- We’re pleased to welcome Jacob Jaegle, CFP®, who joined our firm in June 2018 as a Financial Consultant.  He has over a decade of industry experience. Jacob is a CERTIFIED FINANCIAL PLANNER™ and takes personally the responsibilities of providing unbiased and holistic advice to all his clients. As a Coloradan, Jacob spends his free time in the mountains camping, hiking, and fishing with his family – Ellycia (wife), Cooper (son) and Thor (dog). Read his full bio here.

- We are thrilled to announce the newest member of the M.J. Smith family! Congratulations to Alexa Kane, CFP®, CDFA™ and her husband, Matt, for welcoming a new baby boy. Patrick Michael Kane was born on May 22nd at 8:46pm, weighing in at 7 pounds 8 ounces and 21 inches long. Little Patrick loves riding in his stroller and hanging out with his fur brother, Oliver. We think that adorable face has future financial consultant written all over it!

- Members of our team, including Mark Smith, CFP®, CPA/PFS, CIMA®, Tom Jacobsen, MBA, Drew Harper, CFA, CFP®, Drew Barnes, CFP® and Miranda Meyer, MBA, had the pleasure of recently attending the Raymond James Financial Services (RJFS) National Conference that took place from May 21st – 25th in National  Harbor, D.C. The conference theme, “Elevate,” gave us an opportunity to focus on our expertise and professional development strategies to elevate your experience as we strive to enhance your financial future.  In addition to education sessions and presentations centered on enhancing client service and investment and tax strategies, the conference gave our team the chance to catch up on the latest industry standards, regulatory changes, and other subjects of universal interest.

- In June, Drew Harper, CFA, CFP® and his wife, Lauren, spent a week in the Northwest. Their trip began with a flight to Sacramento, sightseeing all the way up to Seattle.  Their favorite highlights were hiking in the Redwoods near Mt. Hood, visiting Crater Lake, the Oregon coast and Pike’s Place in Seattle. They had a wonderful time and appreciated the client recommendations, all of which were excellent!

Questions?

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