Jordan Richard Smith

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 02/2017
  Fidelity Brokerage Service, Llc
  Salt Lake City, UT
• 02/2017 → 02/2026
  Edward Jones
  St. Louis, MO
• 02/2026 → Present
  Lpl Financial
  Layton, UT

Previous Registrations

• 2017-05-15 → 2026-02-27
  Edward Jones
  Fruit Heights, UT
  St Louis, MO
  Centerville, UT
  Centerville, UT

Other Businesses

1. 02/2026 - Jordan Smith MMA - Business Owner - Not Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Layton, UT, 84041 - OBA Start Date: 06/10/2011 2. 02/2026 - Conscious Drama LLC - Business Owner - Not Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Layton, UT, 84041 - OBA Start Date: 10/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2017-03-10
• S63 Uniform Securities Agent State Law Examination
  2015-09-26

Other Names

• Jordan Richard Smith
• Jordan Smith