Jeri Ann Smith

College: UCLA
Major: Mechanical Engineer
Graduate School: Harvard
Degree: MBA
Favorite Investment Book: Intelligent Investor by Benjamin Graham
Favorite Game: Monopoly
Favorite Sports: Backcountry Skiing and Outrigger Canoe Paddling
Favorite Quote: If good luck is what happens when preparation meets opportunity, bad luck is what happens when lack of preparation meets a challenge.

Professional License

Series 7 General Securities Reprsentative
Series 63 Uniform Securites Agent State Law Exam
Series 65 Uniform Investment Adviser Law Exam
Series 24 General Securities Principal

My favorite news sources

New York Times
The Economist
Wall Street Journal
Morningstar
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Background

Jeri Ann joined the firm in 2004 and is licensed as a broker/dealer agent, investment counsel, and principal. Prior to joining Benjamin Securities, Jeri Ann worked at Hewlett Packard for 21 years as a product marketing manager and as an engineering project manager. With this background, she brings computer skills to help with investment research, and she brings project management skills to help clients structure their financial plans. Jeri Ann’s experience in high-tech gives her expertise in technology stocks.

Jeri Ann lives in Northern California with her husband, Tony Francis. They live in Santa Cruz during the summer and fall. Their second home is in Soda Springs near Donner Summit where they live in the winter and spring.