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Jeffrey Andrew Smith

Chief Compliance OfficerWhitwell & Co, LLCCRD 4926961

About Jeffrey Andrew Smith

Jeffrey Andrew Smith is listed as Chief Compliance Officer at Whitwell & Co, LLC. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Andrew Smith is associated with 10 registered advisers.

Reported ownership

Owns Under 5% of Whitwell & Co, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Andrew Smith work?

Jeffrey Andrew Smith is listed as Chief Compliance Officer at Whitwell & Co, LLC on SEC Form ADV.

How much of Whitwell & Co, LLC does Jeffrey Andrew Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024
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TitleChief Compliance Officer
OwnershipUnder 5%
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
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OwnershipUnder 5%
Control personNo
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OwnershipUnder 5%
Control personNo
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TitlePresident / Chief Executive Officer
OwnershipOver 75%
Control personYes
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
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