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Emily Ann Smith

Edward Jones

Altus, OK

CRD 6797671

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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 2018-12-14
OK RA APPROVED 2017-08-31
  • TX RA
    APPROVED
    Since 2018-12-14
  • OK RA
    APPROVED
    Since 2017-08-31

Branch Locations

905 Falcon Rd, Altus, OK 73521 • 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 Jonees St Louis MO 06/2017 Present
Western Oklahoma State College Altus OK 01/2013 05/2017
  • 06/2017 → Present
    Edward Jonees
    St Louis, MO
  • 01/2013 → 05/2017
    Western Oklahoma State College
    Altus, OK
Other Businesses

Smithbilt Cattle Co LLC Type of business: Livestock Business Altus, OK Start date: 12/1/2000 Owner Hours per week: 0 Hours during trading: 0 My husband and I own a small livestock business wherein we buy/sell/produce cattle. * Smithbilt Properties LLC Type of business: Real Estate Altus, OK Start date: 7/29/2022 Registered Agent Hours per week: 1 Hours during trading: 0 Manage the maintenance of the building and collect rent. * Oklahoma Strategic Military Planning Commission Oklahoma City, OK Start date: 9/1/2024 Commissioner Hours per week: 0 Hours during trading: 0 Advocate for Altus Air Force Base

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-02
  • S66 Uniform Combined State Law Examination
    2017-08-02
Other Names
  • Emily Ann Schaffer

View on SEC IAPD

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