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Jeffrey Smith

Edward Jones

Merritt Island, FL

CRD 6867993

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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 2020-04-15
FL RA APPROVED 2018-03-27
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2018-03-27

Branch Locations

3700 N Courtenay Pkwy Suite 106, Merritt Island, FL 32953-8154 • 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 10/2017 Present
Unemployed Merritt Island FL 04/2017 10/2017
United States Air Force Patrick Air Force Base FL 02/2011 03/2017
  • 10/2017 → Present
    Edward Jones
    St Louis, MO
  • 04/2017 → 10/2017
    Unemployed
    Merritt Island, FL
  • 02/2011 → 03/2017
    United States Air Force
    Patrick Air Force Base, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-24
  • S66 Uniform Combined State Law Examination
    2018-03-24
Designations
  • Chartered Financial Consultant
Other Names
  • Jeffrey Smith
  • Jeffrey Eugene Smith

View on SEC IAPD

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Nearby Investors

STEPHEN JOSEPH SCOTT
CHRISTOPHER JANSON DAVIS
CHRYSTLE LYNNE VESCO

Nearby Offices

LPL FINANCIAL LLC · MERRITT ISLAND, FL
CETERA INVESTMENT ADVISERS LLC · MERRITT ISLAND, FL
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · MERRITT ISLAND, FL

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