Cari Ann 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

• 07/2014 → 07/2023
  Edward Jones Investments
  Oroville, CA
• 07/2023 → 01/2026
  Edward Jones
  Oroville, CA
• 01/2026 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Kiwanis Type: Date: 03/15/24 Title: Member Trad Hrs: 0 Tot Hrs: 0 Helping with events Kiwanis puts on to raise funds and/or help the children in the community. City-State: Lehi UT * Young Living Type of business: Essential Oils Lehi, UT Start date: 10/1/2016 Associate Hours per week: 0 Hours during trading: 0 Share essential oils with others.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05

Other Names

• Cari Ann Chibante