Nathan Alan 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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-11-02

TX RA
APPROVED

Since 2018-11-02

Branch Locations

19875 Southwest Fwy Suite 270, Sugar Land, TX 77479-6721 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2018	Present
Cameron, A Schlumberger Company	Houston	TX	09/2011	09/2018

09/2018 → Present

Edward Jones

St Louis, MO
09/2011 → 09/2018

Cameron, A Schlumberger Company

Houston, TX

Other Businesses

"Colorado Casa PMI Type of business: Rental Property Fountain, CO Start date: 2/1/2007 Rental Property Owner Hours per week: 0 Hours during trading: 0 Own a rental property. Property is managed by Colorado Casa PMI. I pay Colorado Casa PMI to manage the property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-01

S66 Uniform Combined State Law Examination

2018-11-01

Other Names

Nate Smith

View on SEC IAPD