William Tyler Smail

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

• 02/2008 → Present
  Edward Jones
  St Louis, MO

Other Businesses

T&V Properties LLC Type of business: Rental Holding Company Red Bluff, CA Start date: 10/1/2025 Owner Hours per week: 0 Hours during trading: 0 Own Rental Properties in the state of NH. Managed by professional management company.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• William Taylor Small