Joseph L Smithers

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

• 02/2024 → 12/2025
  New York Life Insurance Company
  Charlotte, NC
• 09/2024 → 12/2025
  Nylife Securities Llc
  Charlotte, NC
• 03/2007 → 04/2024
  T-Mobile
  Indian Land, SC
• 12/2023 → Present
  Isi Elite Training
  Fort Mill, SC
• 12/2025 → Present
  Edward Jones
  St Louis, MO
• 09/2024 → Present
  Anytime Fitness
  Fort Mill, SC

Other Businesses

Anytime Fitness Type of business: Fitness Fort Mill, SC Start date: 9/15/2025 Personal Trainer Hours per week: 10 Hours during trading: 0 Desc: 1 on 1 personal training with fitness clients. * ISI Elite Training Type of business: Fitness Fort Mill, SC Start date: 12/1/2023 Fitness Coach Hours per week: 10 Hours during trading: 0 Desc: Coaching group fitness. Working at the front desk.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-30
• S63 Uniform Securities Agent State Law Examination
  2024-10-19

Other Names

• Joseph Leon Smithers