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Jerry E Smith - Winston-Salem, NC
Jerry E Smith, CIMA®
Director - Investments
Oppenheimer & Co. Inc.
380 Knollwood Street
Suite 560
Winston-Salem, NC 27103
Tel:  (336) 631-3295
Toll Free:  (866) 801-4183
Fax:  (336) 631-3002


Jerry E Smith is licensed in the following state(s)*:
CA, FL, KY, MD, NC, NJ, NM, SC, TX, VA



July 2014 Articles

  • Can You Make Some Green by Investing Green? (Jul 2014)
  • Charitable Gifts of Items You No Longer Need (Jul 2014)
  • Have the rules for 401(k) in-plan Roth conversions changed? (Jul 2014)
  • Is there a new one-rollover-per-year rule for IRAs? (Jul 2014)
  • Why Not Make Your Next Trip a Volunteer Vacation? (Jul 2014)


 

Tips to Help Improve Retirement Confidence

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Social Security: When Should You Start Receiving Retirement Benefits

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Getting Money Out of Your 401(k) or 403(b) Plan 

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Report as of 08/18/2014

 

Oppenheimer Products & Services
• Estate and Succession Planning Strategies • Retirement Planning Services
• Financial Planning Services • Trust Services2
• Institutional Investment Consulting Services3 • Wealth Management Services
• Insurance and Annuities  

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

Copyright © 2014 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC