Best Investors Account Sign in

Taylor Colleen Smith

Edward Jones

Lago Vista, TX

CRD 6807597

Claim This Profile
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 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09

Branch Locations

6400 Lohmans Ford Rd, Lago Vista, TX 78645 • 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 Lago Vista TX 06/2017 02/2025
Gymboree / Crazy8 Austin TX 05/2015 10/2016
Unemployed Austin TX 11/2016 05/2017
Edward Jones St. Louis MO 02/2025 Present
  • 06/2017 → 02/2025
    Lago Vista, TX
  • 05/2015 → 10/2016
    Gymboree / Crazy8
    Austin, TX
  • 11/2016 → 05/2017
    Unemployed
    Austin, TX
  • 02/2025 → Present
    St. Louis, MO
Other Businesses

Arbonne Type: Health and Wellness Date: 09/15/19 Title: independent consultant Trad Hrs: 0 Tot Hrs: 0 Desc: I'm just a consultant to get the discounts on the products. However, if an individual wanted to buy anything, they could order under me. City-State: Irvine CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-03
  • S66 Uniform Combined State Law Examination
    2024-07-03
Other Names
  • Taylor Colleen Webb

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lago Vista, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor