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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

Tom Jacobsen, MBA

Chief Operating Officer,

Operations Manager, RJFS

Drew Harper, CFA, CFP®

Senior Financial Consultant

Alexa Kane, CFP®, CDFA™

Senior Financial Consultant

Drew Barnes, CFP®

Senior Financial Consultant

Jacob Jaegle, CFP®

Senior Financial Consultant

Brittany Rice

Financial Representative

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Tyler Schaefer

Operations Specialist

Jennifer Searle

Director of Marketing & Communications

Marketing Manager, RJFS

Ricardo Millan, MBA

Operations Specialist

Tyler Schaefer

Operations Specialist

Jennifer Searle

Director of Marketing & Communications

Marketing Manager, RJFS

Ricardo Millan, MBA

Operations Specialist

Mark J. Smith, CFP®, CPA/PFS, CIMA®

President,

Branch Manager, RJFS

Meet Mark

Tom Jacobsen, MBA

Chief Operating Officer,

Operations Manager, RJFS

Meet Tom

Drew Harper, CFA, CFP®

Senior Financial Consultant

Meet Drew

Alexa Kane, CFP®, CDFA™

Senior Financial Consultant

Meet Alexa

Drew Barnes, CFP®

Senior Financial Consultant

Meet Drew

Jacob Jaegle, CFP®

Senior Financial Consultant

Meet Jacob

Brittany Rice

Financial Representative

Meet Brittany

Amber Adams

Senior Operations Specialist,

Compliance Assistant

Meet Amber

Tyler Schaefer

Operations Specialist

Meet Tyler

Jennifer Searle

Director of Marketing & Communications

Marketing Manager, RJFS

Meet Jennifer

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.

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