David Bon 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

• 11/2011 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

GRAD PROPERTIES LLC Type of business: Rental Property Mount Carmel, OH Start date: 6/7/2021 CEO Hours per week: 0 Hours during trading: 0 Maintain property. * Department of Defense Fort Thomas, KY Start date: 5/16/2013 Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2011-12-29

Designations

• Certified Financial Planner