Jamie C. Smith

The Business Strategies Group of Southern California, Equitable Advisors

Role
Managing Partner, Business Strategies Group of Southern California at Equitable Advisors
Location
San Diego, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Managing Partner, Business Strategies Group of Southern California

    Equitable Advisors

    Jun 2020 — Present · San Diego, CA, US

    California Insurance License #0E02827

Education

  • University of San Diego School of Law

    JD, Law

    1998 — 2001

  • California Polytechnic State University-San Luis Obispo

    BA, Political Science / English

    1994 — 1997

Skills

  • Financial Planning Iar
  • Executive Benefits Planning
  • Long-Term Care Planning Strategies
  • Business Succession Planning
  • Estate Planning Strategies
  • Education Planning Strategies
  • Wealth Management

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Jamie C. Smith — Managing Partner, Business Strategies Group of Southern California at Equitable Advisors in San Diego, CA, US | Unifers