Broker Check
Jenna Smith

Jenna Smith

Client Relationship Manager

Jenna joined Strategic Wealth Partners in April 2019. As a Client Relationship Manager, she provides assistance on a variety of activities, including being a point of contact for clients and assisting with firm-wide process creation and marketing.

Jenna holds the Series 7 and 63 registrations with Lincoln Financial Advisors. Jenna is also a Texas Life and Health Insurance Agent and a Texas Notary Public. Before joining Strategic Wealth Partners, she has gained experience in multiple Client Relationship Manager roles for firms in both Dallas and San Diego, as well as working on the Institutional side as a Relationship Specialist for Charles Schwab.

Jenna graduated from the University of Oklahoma with a BA in Sociology-Criminology, and a minor in Psychology. Jenna was born and raised in Coppell, TX and now lives happily in Prosper, TX.  When not in the office, Jenna enjoys spending time with her husband Kevin, toddler Ryder, and pets (Kiwi and Kona), exercising, drawing, and horseback riding.

Education, Certifications, and Memberships

  • B.A in Sociology-Criminology, University of Oklahoma, Norman
  • Series 7, General Securities Representative, FINRA
  • Series 63, Uniform Securities Agent, FINRA
  • Insurance Agent, Accident, Health, Life, Variable Life, and Variable Annuities, Texas Department of Insurance
  • Notary Public, Office of the Texas Secretary of State

Top Skills

Project Management | Teamwork and Collaboration | Marketing | Financial Operations | Leadership