Cody N 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

• 04/2020 → Present
  Edward Jones
  St Louis, MO
• 08/2011 → 04/2020
  Cape Henlopen School District
  Lewes, DE
• 06/2019 → 09/2019
  Nalu Surf Bar
  Dewey Beach, DE
• 05/2012 → 09/2018
  Rusty Rudder
  Dewey Beach, DE
• 09/2010 → 12/2016
  University Of Delaware
  New Castle, DE

Other Businesses

AirBnB Type of business: Rental Property Rehoboth Beach, DE Start date: 2/28/2020 Owner of Property/AirBnB Host Hours per week: 2 Hours during trading: 2 My wife and I own rental a property, which we rent out on Airbnb. She will take over the majority of the duties/responsibilities. I may assist her during non-working hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-20

Designations

• Certified Financial Planner

Other Names

• Cody Neal Smith