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RIA / WealthAdvisor21 years in industry

JEFFREY A SMITH

Advisor at ADAMSBROWN WEALTH CONSULTANTS LLC

WICHITA, KS

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Search this name across graphsid dfx:ria:e6184328-7b96-3fda-3603-3119d4c2e35d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 2, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADAMSBROWN WEALTH CONSULTANTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 27, 2004
First registration: Nov 2, 2004
Dual registered: no
Other names: JEFFREY ALLYN SMITH
IAPD individual key: 4836573

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADAMSBROWN WEALTH CONSULTANTS LLC	Independent wealth	Jul 29, 2020	n/a	yes	WICHITA, KS	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 5, 2011	Jul 14, 2020	no	WICHITA, KS\|WICHITA, KS\|WICHITA, KS\|WICHITA, KS\|WICHITA, KS\|EL DORADO, KS\|TOPEKA, KS\|OKLAHOMA CITY, OK\|WICHITA, KS	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Nov 17, 2006	Jul 5, 2011	no	WICHITA, KS\|WICHITA, KS\|WICHITA, KS	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 2, 2004	Nov 17, 2006	no	WICHITA, KS\|WICHITA, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ADAMSBROWN WEALTH CONSULTANTS LLC	Jul 14, 2020	Jul 29, 2020	15	Firm change	Ibd to new firm
UVEST FINANCIAL SERVICES GROUP, INC.	LPL FINANCIAL LLC	Jul 5, 2011	Jul 5, 2011	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Nov 17, 2006	Nov 17, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ ADAMSBROWN WEALTH CONSULTANTS LLCRegistered adviserregistration: current employment
Jul 29, 2020 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 5, 2011 to Jul 14, 2020factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Nov 17, 2006 to Jul 5, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 2, 2004 to Nov 17, 2006factForm ADV

Dated events

No dated event names this entity yet.