Alyssa Jean 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

• 11/2023 → Present
  Edward Jones
  St Louis, MO
• 02/2022 → 10/2023
  Parameno Health
  Kansas City, MO
• 02/2021 → 02/2022
  Luminare Aesthetics & Wellness
  Blue Springs, MO
• 02/2021 → 02/2022
  Oak Road Wealth Management
  Lee's Summit, MO
• 11/2020 → 02/2021
  Mimedx Group Inc
  Kansas City, MO
• 07/2018 → 08/2020
  Foodsby Inc
  Kansas City, MO
• 11/2017 → 07/2018
  Staples Business Advantage
  Kansas City, MO
• 12/2015 → 12/2017
  County Beverage Company, Inc.
  Lee's Summit, MO

Other Businesses

Aly Jean Media Type: Videography Date: 04/09/24 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Edit video content for people's vacations, birthdays, events, etc. Limited to only a few hours a month/as needed for customers. Also assist with social media posts as needed. City-State: Blue Springs MO

Exams

• S66 Uniform Combined State Law Examination
  2024-01-10