Jeffrey Smith
Parker Wealth Management · Windsor, Connecticut
Jeffrey Smith is a fee-only financial advisor at Parker Wealth Management in Windsor, Connecticut, who holds the CFP credential. Parker Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Executives
- Physicians
Facts
| Firm | Parker Wealth Management |
|---|---|
| Based in | Windsor, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.5M across 51 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5900988 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.parkerwm.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Parker Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Parker Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Smith based?
Jeffrey Smith is based in Windsor, Connecticut.
What credentials does Jeffrey Smith hold?
Jeffrey Smith holds the CFP credential.
Is Jeffrey Smith registered with the SEC?
Yes. Jeffrey Smith is registered as an investment adviser representative in CT (CRD 5900988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parker Wealth Management manage?
Parker Wealth Management reports $16.5M across 51 accounts in assets under management.
How do I contact Jeffrey Smith?
Through Jeffrey's website, www.parkerwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parker Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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