Jessica A. Smith, CPA/PFS, CFP®
As Associate Advisor, Jessica is responsible for the ongoing management of existing client relationships and retention of clients. Jessica works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans and investment strategies.
Jessica earned her Bachelor’s Degree in Business Administration with a concentration in Accounting and Finance from Drexel University (PA). She also holds Certified Public Accountant (CPA) certification and Personal Financial Specialist designation through the American Institute of Certified Public Accountants (AICPA). Jessica also holds the Series 65 licence and is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). Prior to joining JFS in 2018, Jessica worked as an accountant at a tax and financial planning firm.
Jessica currently resides in Holland, PA. In her free time, she enjoys spending time with family and friends.