Richard J Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → Present
  Edward Jones
  St Louis, MO
• 10/2015 → 10/2017
  Strait Floors
  Sequim, WA

Other Businesses

Risky Games Studios LLC Type of business: Manufacture and selling games Dover, DE Start date: 11/21/2025 LPT Hours per week: 0 Hours during trading: 0 0 * Jefferson Healthcare Foundation Port Townsend, WA Start date: 5/18/2024 Board Member - Treasurer Hours per week: 0 Hours during trading: 0 Fundraising and financial reporting.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-12

Designations

• Certified Financial Planner

Other Names

• Richard Joseph Smith