M.J. Smith and Associates Employee Directory

Financial ServicesColorado, United States11-50 Employees

M.J. Smith and Associates is a financial services firm based in Greenwood Village, Colorado, founded in 1983. The firm emphasizes a disciplined, long-term approach to investment planning and wealth management, guiding clients through market cycles with patience and prudence. As an independent advisory, securities are offered through Raymond James Financial Services, Inc., while the practice remains independent of Raymond James.

In July 2020, Mercer Advisors announced the acquisition of M.J. Smith and Associates. The arrangement marks a notable change in ownership within the wealth-management sector.

Find M.J. Smith and Associates employees' phone numbers or email addresses

M.J. Smith and Associates Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Asia
2

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  • India
    2

M.J. Smith and Associates's Leadership

  • Stylized image of a person
    J. G.
    Senior Vice President, Firm Development, Cima®, Cfp®, Clu®
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  • Stylized image of a person
    A. A.
    Senior Operations Specialist / Compliance Assistant
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M.J. Smith and Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from M.J. Smith and Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. G.
    Senior Vice President, Firm Development, Cima®, Cfp®, Clu®
    Phone icon
    Jun 02, 2026
  • Stylized image of a person
    A. A.
    Senior Operations Specialist / Compliance Assistant
    Phone icon
    Apr 06, 2023

Frequently Asked Questions

What is M.J. Smith and Associates known for?

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M.J. Smith and Associates operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore M.J. Smith and Associates's company overview page for more information.

What is M.J. Smith and Associates's most common email format?

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M.J. Smith and Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M.J. Smith and Associates email formats with LeadIQ.

How many employees does M.J. Smith and Associates have currently?

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M.J. Smith and Associates has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are M.J. Smith and Associates's key employees and leadership?

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As of July 2026, M.J. Smith and Associates's key employees include:

  • Senior Vice President, Firm Development, Cima®, Cfp®, Clu®: J. G.
  • Senior Operations Specialist / Compliance Assistant: A. A.

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