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Kimber Smith

Edward Jones

Fairfield, CA

CRD 6055776

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-31
CA RA APPROVED 2012-07-10
  • TX RA
    APPROVED_RES
    Since 2019-07-31
  • CA RA
    APPROVED
    Since 2012-07-10

Branch Locations

5140 Business Center Drive Ste 100, Fairfield, CA 94534 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2012 Present
Other Businesses

Rotary Fairfield, CA Start date: 7/1/2014 member only Hours per week: 0 Hours during trading: 0 Introduce prospect new members to what is required and expected as a member of the Rotary. Solano County Library Foundation Fairfield, CA Start date: 1/4/2021 Board Member - Serve on Board. Attend Board meetings, Participate in fundraising events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2012-07-06
Designations
  • Chartered Financial Consultant
Other Names
  • Kimber Smith
  • Kimber S Evans-Smith
  • Kimberly S Evans
  • Kimberly Susan Evans
  • Kimber S Smith

View on SEC IAPD

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