Donald J 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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2013-08-22

IA RA
APPROVED

Since 2013-08-22

Branch Locations

615 Horseshoe Dr, Grinnell, IA 50112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	12/2012	Present

12/2012 → Present

Edward Jones

St Louis, MO

Other Businesses

City of Oakland Acres Type of business: City Municipality Grinnell, IA Start date: 1/1/2016 City Council Member Hours per week: 1 Hours during trading: 0 Be present at council meetings and make decisions on the best behalf of the city and our residents. Tiger Youth Football Club Grinnell, IA Start date: 10/1/2018 Board Member Hours per week: 0 Hours during trading: 0 Decisions on how to help our youth football club

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-23

S66 Uniform Combined State Law Examination

2013-02-23

Other Names

Donald James Smith

View on SEC IAPD