Alisa Smith Epperson

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

• 02/2018 → Present
  Edward Jones
  St Louis, MO
• 01/2007 → 07/2017
  Columbia Bank
  Lake City, FL
• 08/2017 → 01/2018
  Unemployed
  Lake City, FL

Other Businesses

Pregnancy Care Center Lake City, FL Start date: 10/16/2020 Board Member Hours per week: 0 Hours during trading: 0 Attendance at monthly board meetings. Participate in discussions and voting regarding fundraising, services, and organizational issues.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-09

Other Names

• Eunice Alisa Smith