Best Investors Account Sign in

Andrew T Smith

Edward Jones

Canton, MA

Braintree, MA

CRD 7097343

Claim This Profile
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 2020-12-09
MA RA APPROVED 2019-07-02
  • TX RA
    APPROVED
    Since 2020-12-09
  • MA RA
    APPROVED
    Since 2019-07-02

Branch Locations

Canton, MA • United States

Braintree, MA • 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 04/2019 Present
Msa Mortgage Llc Winthrop MA 06/2018 10/2018
Unemployed Boston MA 11/2018 03/2019
Plaza Home Mortgage Wakefield MA 06/2017 01/2018
Unemployed Boston MA 02/2018 05/2018
Mortgage One Solutions Quincy MA 05/2014 05/2017
  • 04/2019 → Present
    Edward Jones
    St Louis, MO
  • 06/2018 → 10/2018
    Msa Mortgage Llc
    Winthrop, MA
  • 11/2018 → 03/2019
    Unemployed
    Boston, MA
  • 06/2017 → 01/2018
    Plaza Home Mortgage
    Wakefield, MA
  • 02/2018 → 05/2018
    Unemployed
    Boston, MA
  • 05/2014 → 05/2017
    Mortgage One Solutions
    Quincy, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-17
  • S66 Uniform Combined State Law Examination
    2019-06-17
Other Names
  • Andrew Smith

View on SEC IAPD

More in Canton, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor