AdFi
JH

Jordan Howard Smith

Investment Adviser Representative at ARAX Advisory Partners

Birmingham, MICRD #7082779Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Howard Smith is an investment adviser representative with ARAX Advisory Partners in Birmingham, MI, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with Schechter Investment Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Office

111 E. Merrill Street, Suite 400
Birmingham, MI 48009

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
12 states and territories

Alaska, California, Connecticut, Florida, Illinois, Kentucky, Michigan, New York, Ohio, Pennsylvania, South Carolina, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/29/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 3/11/2019
Series 7
General Securities Representative Examination
Passed 8/29/2022
SIE
Securities Industry Essentials Examination
Passed 8/29/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ARAX Advisory PartnersCurrent
6/18/2025 – Birmingham, MI
Schechter Investment Advisors, LLC
3/11/2019 – 7/11/2025Birmingham, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Robert Schechter & Associates
    May 2013 – no end date reportedBirmingham, MI
  2. Schechter Investment Advisors, LLC
    May 2013 – May 2025Birmingham, MI
  3. Jordan H Smith, P.L.L.C.
    Jul 2007 – no end date reportedBirmingham, MI
  4. Kingswood Capital Partners, LLC
    May 2022 – no end date reportedBloomfield Hills, MI
  5. Arax Advisory Partners, LLC
    Jun 2025 – no end date reportedDenver, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ARAX Advisory Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, careful planning, and developing individualized action plans and one-of-a-kind solutions for clients and their families.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningFamily PlanningIndividualized Solutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
126
Offices listed on AdvisorFinder:
12
Main office:
New York, NY
SEC file number:
801-67165

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at ARAX Advisory Partners

Showing 12 of 126 in the directory

View ARAX Advisory Partners firm profile

Similar advisors in Birmingham, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Howard Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched