Brian Wesley 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

• 08/2015 → Present
  Edward Jones
  St Louis, MO

Other Businesses

"The TLE Group LLC Type of business: LLC Coloma, MI Start date: 3/15/2018 LLC Partner Hours per week: 0 Hours during trading: 0 Family LLC created by grandparents with intention to build wealth and perform any lawful business. 3 voting members, needs majority vote for investment decisions. I do not make decisions on my own. FA on the account

Exams

• S66 Uniform Combined State Law Examination
  2015-10-17

Designations

• Certified Financial Planner

Other Names

• Brian Wesley Smith