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Claire Suzanne Smith

Edward Jones

Grand Marais, MN

CRD 7065589

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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
MN RA APPROVED 2019-04-09
  • MN RA
    APPROVED
    Since 2019-04-09

Branch Locations

425 W Hwy 61 Ste A, Grand Marais, MN 55604 • 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 02/2019 Present
Stone Harbor Wilderness Supply Grand Marais MN 03/2017 02/2019
Moore Chiropractic Edina MN 11/2015 11/2016
Gradstaff Inc Minneapolis MN 11/2016 12/2016
Medinexus Inc Fremont CA 10/2016 09/2018
Punchbowl Social St Louis Park MO 12/2016 03/2017
  • 02/2019 → Present
    St Louis, MO
  • 03/2017 → 02/2019
    Stone Harbor Wilderness Supply
    Grand Marais, MN
  • 11/2015 → 11/2016
    Moore Chiropractic
    Edina, MN
  • 11/2016 → 12/2016
    Gradstaff Inc
    Minneapolis, MN
  • 10/2016 → 09/2018
    Medinexus Inc
    Fremont, CA
  • 12/2016 → 03/2017
    Punchbowl Social
    St Louis Park, MO
Other Businesses

Grand Marais Mini Storage Type of business: Storage rental facility Grand Marais, MN Start date: 5/1/2025 Owner Hours per week: 3 Hours during trading: 0 Manage rental applications, monthly rent payments, questions from renters, light maintenance, accounting/bookkeeping.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-06
  • S66 Uniform Combined State Law Examination
    2019-04-06
Other Names
  • Claire Suzanne Perkins

View on SEC IAPD

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