Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

Tom Jacobsen, MBA

Chief Operating Officer,

M.J. Smith & Associates

Operations Manager, RJFS

Meet Mark in This Video

Meet Drew in This Video

Meet Tom in This Video

303.768.0009 ext. 309

As the Operations Manager and Chief Operating Officer for M.J. Smith and Associates, Tom focuses on strategic planning and development while also ensuring that the firm is in full compliance with industry rules and regulations. “My focus is on ensuring that we provide the best possible experience to our clients, from the first day we meet them through their entire journey with us,” he says.

Tom joined M.J. Smith and Associates in 2007 and has over 20 years of operations and management experience in financial services. A graduate of the University of Colorado, Tom holds both a Bachelor’s degree in Economics and an M.B.A. His licenses include the General Securities Representative (Series 7), the General Securities Principal  (Series 24), and the Uniform Securities Agent State Law Examination (Series 63).

A Colorado native, Tom is a Denver Broncos fan whose family has held season tickets since 1965. Rooting for the Broncos is a family affair. Tom, his wife, Patty, and daughter, Kat, can be found at Mile High for home games during the season. Tom and his family also enjoy traveling and spending time at their cabin in Minnesota.

The Latest From Tom

Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier


What It Means to Be CIMA® Certified


Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.