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Jason Trenton Smith

Edward Jones

Sandusky, MI

CRD 6721477

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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
TX RA APPROVED_RES 2019-01-11
MI RA APPROVED 2017-03-10
  • TX RA
    APPROVED_RES
    Since 2019-01-11
  • MI RA
    APPROVED
    Since 2017-03-10

Branch Locations

309 S Elk St Ste 3, Sandusky, MI 48471 • 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 11/2016 Present
Unemployed Carsonville MI 06/2016 11/2016
  • 11/2016 → Present
    Edward Jones
    St Louis, MO
  • 06/2016 → 11/2016
    Unemployed
    Carsonville, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-09
  • S66 Uniform Combined State Law Examination
    2017-01-09

View on SEC IAPD

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Nearby Investors

Renata Dawn Brown
Daniel David Everhart
MICHAEL DALE DREYER

Nearby Offices

EDWARD JONES · SANDUSKY, MI
STONEPATH WEALTH MANAGEMENT · SANDUSKY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sandusku, MI

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