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Aaron Smith

Edward Jones

Gettysburg, PA

CRD 6787787

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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
PA RA APPROVED 2024-10-25
  • PA RA
    APPROVED
    Since 2024-10-25

Branch Locations

17 East Middle Street, Gettysburg, PA 17325 • 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
Shippensburg University Shippensburg PA 05/2016 04/2017
Ameriprise Financial Services, Llc (Cswmg, Inc.) Gettysburg PA 04/2017 10/2024
Edward Jones St. Louis MO 10/2024 Present
Self Employed Gettysburg PA 04/2016 04/2017
  • 05/2016 → 04/2017
    Shippensburg University
    Shippensburg, PA
  • 04/2017 → 10/2024
    Ameriprise Financial Services, Llc (Cswmg, Inc.)
    Gettysburg, PA
  • 10/2024 → Present
    St. Louis, MO
  • 04/2016 → 04/2017
    Self Employed
    Gettysburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2017-08-14
Designations
  • Certified Financial Planner
Other Names
  • Aaron M Smith
  • Aaron Michael Smith

View on SEC IAPD

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