Jay Smith

About Us

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Jay Smith
CERTIFIED FINANCIAL PLANNER™
Branch Manager
Registered Principal
Toll-Free: 800-750-6695
Previous positions held:
Adjunct Faculty: Oakland University - CFP® Certificate Program
Chairman: Michigan Institute of Certified Financial Planners
Vice Pres: Michigan Financial Planning Assoc.
President/Chairman: Oxford Rotary (Paul Harris Fellow)
President: Oxford Chamber of Commerce
Education:
Oakland University - Pre CFP®, Economics and Management
College For Financial Planning: Denver (CFP®)
Community Groups:
Detroit Economic Club
Oxford Chamber of Commerce
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Travis Smith
CERTIFIED FINANCIAL PLANNER™
Registered Representative
Service Associate
Previous positions held:
Financial Advisor Assistant, Merrill Lynch
Education:
Grand Valley State University, Magna Cum Laude, BBA Finance
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Kelly Dutzy
Service Associate
Registered Representative
Toll-Free: 800-750-6695
Previous positions held:
Service Associate at A.G. Edwards
Denise Dunn
Registered Representative
Financial Advisor
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Marc Powers
Registered Representative
Financial Advisor

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.

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Jay Smith CERTIFIED FINANCIAL PLANNER™ Branch Manager Registered Principal
28 S. Washington
Suite 204
OxfordMI 48371
Phone: 248-628-7259
Fax: 248-628-7673
Toll-Free: 800-750-6695
2530 Rochester Rd.
Rochester HillsMI 48307
Phone: 248-650-3839
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