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Katherine T Smith

Edward Jones

Park City, UT

St. Louis, MO

CRD 8297223

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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
UT RA APPROVED 2026-08-31
  • UT RA
    APPROVED
    Since 2026-08-31

Branch Locations

Park City, UT • United States

12555 Manchester Road, St. Louis, MO 63131 • 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 06/2026 Present
Pacificorp Salt Lake City UT 07/2023 06/2026
Public Service Commission Of The State Of Utah Salt Lake City UT 11/2022 06/2023
Self Employed Park City UT 12/2022 05/2026
Unemployed Park City UT 08/2021 12/2021
Unemployed Park City UT 07/2022 08/2022
Unemployed Portland OR 08/2019 05/2020
Unemployed Portland OR 01/2019 05/2019
Unemployed Eugene OR 06/2017 12/2017
Attorney: John K. Johnson Park City UT 08/2022 12/2022
No Name Saloon Park City UT 12/2021 07/2022
Tualatin Country Club Tualatin OR 05/2021 08/2021
Gilroy Napoli Short Law Group Portland OR 08/2020 05/2021
Lewis And Clark Law School Portland OR 09/2020 04/2021
Material Innovation Initiative Portland OR 06/2020 08/2020
Lewis And Clark Small Business Legal Clinic Portland OR 05/2020 06/2020
Unlawful Termination Lawyers, Llc Portland OR 05/2019 08/2019
Mcmenamins Cedar Hills Cedar Hills OR 12/2017 01/2019
Falling Sky Brewery Eugene OR 10/2016 06/2017
Unemployed Portland OR 01/2016 12/2016
  • 06/2026 → Present
    St. Louis , MO
  • 07/2023 → 06/2026
    Pacificorp
    Salt Lake City, UT
  • 11/2022 → 06/2023
    Public Service Commission Of The State Of Utah
    Salt Lake City, UT
  • 12/2022 → 05/2026
    Self Employed
    Park City, UT
  • 08/2021 → 12/2021
    Unemployed
    Park City, UT
  • 07/2022 → 08/2022
    Unemployed
    Park City, UT
  • 08/2019 → 05/2020
    Unemployed
    Portland, OR
  • 01/2019 → 05/2019
    Unemployed
    Portland, OR
  • 06/2017 → 12/2017
    Unemployed
    Eugene, OR
  • 08/2022 → 12/2022
    Attorney: John K. Johnson
    Park City, UT
  • 12/2021 → 07/2022
    No Name Saloon
    Park City, UT
  • 05/2021 → 08/2021
    Tualatin Country Club
    Tualatin, OR
  • 08/2020 → 05/2021
    Gilroy Napoli Short Law Group
    Portland, OR
  • 09/2020 → 04/2021
    Lewis And Clark Law School
    Portland, OR
  • 06/2020 → 08/2020
    Material Innovation Initiative
    Portland, OR
  • 05/2020 → 06/2020
    Lewis And Clark Small Business Legal Clinic
    Portland, OR
  • 05/2019 → 08/2019
    Unlawful Termination Lawyers, Llc
    Portland, OR
  • 12/2017 → 01/2019
    Mcmenamins Cedar Hills
    Cedar Hills, OR
  • 10/2016 → 06/2017
    Falling Sky Brewery
    Eugene, OR
  • 01/2016 → 12/2016
    Unemployed
    Portland, OR
Other Businesses

Katherine's Yoga Instructing Type of business: Fitness Instructor - Yoga Park City, UT Start date: 2/3/2026 Self Employed- Ind. Contractor Hours per week: 4 Hours during trading: 0 I lead yoga classes, sculpt fitness classes, and sound bath classes at my local yoga studios. I am an independent contractor. * Katherine's Pet Sitting Type of business: Self Employed - Pet sitting Park City, UT Start date: 1/7/2023 Self Employed Hours per week: 3 Hours during trading: 0 I house sit (and pet sit) for local members of my community, approximately 1 weekend a month. * Katherine's Car Rental Type of business: Self Employed - Car Rental Park City, UT Start date: 11/25/2025 Self-Employed Hours per week: 0 Hours during trading: 0 I rent out my car on Turo (Airbnb equivalent of car rentals) during tourist season in Park City *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-26
  • S66 Uniform Combined State Law Examination
    2026-08-26
Other Names
  • Katherine Taylor Miller

View on SEC IAPD

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