Christopher Lee Smith

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 04/2020
  Kraftheinz Company
  Wausau, WI
• 05/2020 → Present
  Edward Jones
  St Louis, MO
• 11/2014 → 08/2017
  Kraftheinz Company
  Champaign, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-01-28

Designations

• Certified Financial Planner

Other Names

• Chris L Smith