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Brandon Dee Smith

Edward Jones

Cassopolis, MI

Edwardsburg, MI

CRD 6450106

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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 2021-04-28
MI RA APPROVED 2020-09-14
  • TX RA
    APPROVED
    Since 2021-04-28
  • MI RA
    APPROVED
    Since 2020-09-14

Branch Locations

Cassopolis, MI • United States

26912 Redfield St, Edwardsburg, MI 49112 • 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 12/2019 Present
Unemployed Battle Creek MI 08/2019 12/2019
Diamond Home Health Care Plymouth MI 07/2019 08/2019
Unemployed Battle Creek MI 05/2019 07/2019
Enterprise Rent-A-Car Coldwater MI 05/2018 05/2019
Full-Time Education Battle Creek MI 07/2016 05/2018
  • 12/2019 → Present
    St Louis, MO
  • 08/2019 → 12/2019
    Unemployed
    Battle Creek, MI
  • 07/2019 → 08/2019
    Diamond Home Health Care
    Plymouth, MI
  • 05/2019 → 07/2019
    Unemployed
    Battle Creek, MI
  • 05/2018 → 05/2019
    Enterprise Rent-A-Car
    Coldwater, MI
  • 07/2016 → 05/2018
    Full-Time Education
    Battle Creek, MI
Other Businesses

Marketsource Type: Representation Date: 10/16/14 Title: Representative Trad Hrs: 2 Tot Hrs: 7 Desc: Side by Side selling and training with retail sales associates; Specifically about HP (Hewlett Packard) City-State: Battle Creek MI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-03
  • S66 Uniform Combined State Law Examination
    2020-03-03
Other Names
  • Brandon Smith

View on SEC IAPD

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