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Jennifer Joy Smith is a financial advisor professional located in Aitkin, MN. They specialize in financial advisory. With over 21 years of experience, they bring deep expertise to every client.
Jennifer Joy Smith - Elevation Point Wealth Partners, Llc holds an active professional license (FINRA CRD) for your protection.
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Jennifer Joy Smith operates Elevation Point Wealth Partners, LLC, a financial advisory firm based in Aitkin, Minnesota. With 21 years in the financial services industry, Smith brings extensive experience to wealth management and financial planning. The firm holds a FINRA CRD registration, indicating involvement in securities and investment advisory services. Clients working with this practice can expect guidance informed by two decades of market experience and regulatory oversight within the financial sector.
A FINRA CRD (Central Registration Depository) registration signals that Jennifer Joy Smith and her firm operate under the regulatory framework of the Financial Industry Regulatory Authority. This registration is required for professionals and entities engaged in securities sales, investment advice, or other financial services activities. It means the firm and its principals are subject to FINRA's compliance rules, periodic examinations, and disciplinary processes designed to protect investors. The CRD number serves as a public identifier for checking registration status and disciplinary history through FINRA's systems.