Jeff Smith

Chief Executive Officer @Preferred Capital Securities, Llc

Atlanta, GA, US
EMAILS
j••••••••@pcsalts.com
MOBILE NUMBERS
+14•••••••01

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WORK HISTORY

Sep 2016 — Present

Chief Executive Officer @Preferred Capital Securities, Llc

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Atlanta, GA, US

Dedicated to the alternative investments industry, Preferred Capital Securities (PCS) is a fully independent, third-party Managing Broker Dealer focused on wholesale distribution to Independent Broker Dealers (IBDs) and Registered Investment Advisors (RIAs) across the United States and Puerto Rico. Our decades of financial services expertise positions PCS to adeptly build effective relationships, drive capital for our clients, and ensure the success of our IBD and RIA partners and their investors. PCS has raised over $4.7 Billion in this competitive market. From product formation, prospectus writing and most importantly, the capital raise, partnering with PCS is the path that yields results.

SKILLS

Financial AdvisoryUniform Combined State LawSalesFixed AnnuitiesSeries 6Series 24SecuritiesPortfolio ManagementAsset ManagementInvestment AdvisoryRetirement PlanningSeries 63InvestmentsMutual FundsSeries 7Alternative InvestmentsWealth Management

ABOUT JEFF SMITH

As Chief Executive Officer and Co-Owner of PCS, I oversee client acquisitions and issuer/sponsor development. By leveraging my 25 years of experience and the best in class team at PCS, new sponsors can expect their product(s) are well positioned to hit fundraising goals. At PCS, we are focused on long term goals by working with sponsors that care about investor results. Throughout my career, I have been a part of teams that have raised over $15+ Billion of retail investor capital in the alternatives industry.

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