Geoffrey Phillip 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

• 06/2024 → Present
  Edward Jones
  St Louis, MO
• 02/2009 → 01/2024
  San Gabriel Community Church
  San Gabriel, CA
• 02/2024 → 06/2024
  Unemployed
  Monterey Park, CA

Other Businesses

Surge Consultant Group, LLC. Type of business: Business Consulting Pasadena, CA Start date: 6/15/2018 Assistant Project Manager Hours per week: 10 Hours during trading: 10 Client research, interview preparation, interview conduction (intermittent film shoots, usually 3-4 times a year, usually in CA and lasting 1-2 days per shoot)

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20

Other Names

• Geoffrey Phillip Smith