Peter Vincent 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

• 05/2022 → Present
  Edward Jones
  St Louis, MO
• 05/2014 → 05/2022
  City Of Urbandale
  Urbandale, IA

Other Businesses

"FOLDS OF HONOR Type of business: NON FOR PROFIT OWASSO, OK Start date: 5/16/2024 TREASURER Hours per week: 1 Hours during trading: 0 I am lending my time voluntarily as a liaison to the organization to put them in touch with applicants as potential beneficiaries of decedent law enforcement, first responders for the organization. I will have a non traditional role as "treasurer" with no handling of assets." "FOLDS OF HONOR - IOWA Type: Date: 05/01/24 Title: TREASURER Trad Hrs: 0 Tot Hrs: 0 Desc: No handling of assets, checks, electronic funds, or cash. City-State: CARLISLE IA"

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07

Other Names

• Vinni Smith