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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

Fall 2018

- Last month, M.J. Smith & Associates’ Drew Barnes and Amber Adams had the privilege of attending the Invisible Disabilities Association (IDA) Awards Gala in Denver. The IDA is a non-profit organization that has been encouraging, educating and connecting people and organizations touched by invisible disabilities around the world since 1996. The gala highlighted inspiring stories, heartwarming presentations and incredible fun that continues to bring awareness to millions of people living with disabilities that may not be noticed by everyone. It was an amazing evening with incredible individuals, speakers and honorees.

- “Transcend Boundaries and Challenge Limits” was the theme for the 24th Annual Women’s Symposium hosted by Raymond James. Taking place in September, our very own Brittany Rice and Alexa Kane attended the event in Tampa, FL. This three-day annual symposium brings together incredible individuals, uniting women professionals in the financial services industry from across the country with the overarching goal of helping women advisors grow their businesses. The symposium was filled with interactive seminars, sessions and presentations from Raymond James leaders and industry experts.

- Our hearts were saddened to hear that Phil Jacobsen, our Chief Operating Officer Tom Jacobsen’s brother, passed away from ALS earlier this year. Phil was an inspiration to many and was recently honored at halftime at the University of Colorado  vs. UCLA football game on Sept. 28th. Phil graduated from the University of Colorado in 1986 and his employer, KPMG, established a scholarship in his name at the Leeds School of Business at CU Boulder. Tom, his wife, Patty, his daughter Katherine, and Phil’s wife, Sonya, and his daughters, Ellie and Ava, were on the field at halftime for the ceremony.

- Anytime our founder, Mark Smith, has the opportunity to give back to communities, he does so. You may have heard us say that, “Our belief in supporting people’s goals extends far beyond the doors of our firm,” and that is true in so many ways.  In addition to giving back to a number of organizations and communities, Mark and his wife Tori are also very large supporters of higher education both locally, nationally, and now internationally. Mark and Tori are happy to also be helping students in Puerto Rico, providing funds for underprivileged students throughout the country. Pictured right: Mark & Tori with University President Gilberto Marxuach

- Not everyone can say that they have traveled almost 8,000 miles to the other side of the world — unless you’re M.J. Smith’s Drew Harper. On his second trip to Nepal, Drew was lucky enough to spend two weeks there, including five days exploring Kathmandu and a five-day trek in the Tsum Valley. The journey to the Tsum Valley began with a helicopter ride into the village of Nile. He was able to gather data for health research at each village he visited, as well as give a presentation on a medical evacuation service. Jagat was the last village he visited – from there he then returned to Kathmandu via helicopter.

- Last month, M.J. Smith & Associates’ Drew Barnes and Amber Adams had the privilege of attending the Invisible Disabilities Association (IDA) Awards Gala in Denver. The IDA is a non-profit organization that has been encouraging, educating and connecting people and organizations touched by invisible disabilities around the world since 1996. The gala highlighted inspiring stories, heartwarming presentations and incredible fun that continues to bring awareness to millions of people living with disabilities that may not be noticed by everyone. It was an amazing evening with incredible individuals, speakers and honorees.

- “Transcend Boundaries and Challenge Limits” was the theme for the 24th Annual Women’s Symposium hosted by Raymond James. Taking place in September, our very own Brittany Rice and Alexa Kane attended the event in Tampa, FL. This three-day annual symposium brings together incredible individuals, uniting women professionals in the financial services industry from across the country with the overarching goal of helping women advisors grow their businesses. The symposium was filled with interactive seminars, sessions and presentations from Raymond James leaders and industry experts.

- Our hearts were saddened to hear that Phil Jacobsen, our Chief Operating Officer Tom Jacobsen’s brother, passed away from ALS earlier this year. Phil was an inspiration to many and was recently honored at halftime at the University of Colorado  vs. UCLA football game on Sept. 28th. Phil graduated from the University of Colorado in 1986 and his employer, KPMG, established a scholarship in his name at the Leeds School of Business at CU Boulder. Tom, his wife, Patty, his daughter Katherine, and Phil’s wife, Sonya, and his daughters, Ellie and Ava, were on the field at halftime for the ceremony.

- Anytime our founder, Mark Smith, has the opportunity to give back to communities, he does so. You may have heard us say that, “Our belief in supporting people’s goals extends far beyond the doors of our firm,” and that is true in so many ways.  In addition to giving back to a number of organizations and communities, Mark and his wife Tori are also very large supporters of higher education both locally, nationally, and now internationally. Mark and Tori are happy to also be helping students in Puerto Rico, providing funds for underprivileged students throughout the country. Pictured right: Mark & Tori with University President Gilberto Marxuach

- Not everyone can say that they have traveled almost 8,000 miles to the other side of the world — unless you’re M.J. Smith’s Drew Harper. On his second trip to Nepal, Drew was lucky enough to spend two weeks there, including five days exploring Kathmandu and a five-day trek in the Tsum Valley. The journey to the Tsum Valley began with a helicopter ride into the village of Nile. He was able to gather data for health research at each village he visited, as well as give a presentation on a medical evacuation service. Jagat was the last village he visited – from there he then returned to Kathmandu via helicopter.

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