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Robert Smail

Edward Jones

Grass Valley, CA

CRD 6758324

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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 2021-01-13
CA RA APPROVED 2017-06-23
  • TX RA
    APPROVED_RES
    Since 2021-01-13
  • CA RA
    APPROVED
    Since 2017-06-23

Branch Locations

580 Brunswick Rd Suite 200, Grass Valley, CA 95945 • 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 02/2017 Present
North State Foods, Inc. Marysville CA 01/2015 01/2017
  • 02/2017 → Present
    St Louis, MO
  • 01/2015 → 01/2017
    North State Foods, Inc.
    Marysville, CA
Other Businesses

Rental property Type of business: Rental Kaneohe, HI Start date: 2/28/2007 Owner Hours per week: 0 Hours during trading: 0 Desc: I have a property manager to take care of all responsibilities of the rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-14
  • S66 Uniform Combined State Law Examination
    2017-04-14
Other Names
  • Robert Louis Smail

View on SEC IAPD

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