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About this Advisor
Gregory Smith is a financial advisor working out of Draper, Utah, who has been in the advisory business for 18 years. Smith currently works for Edward Jones. They have been an employee of Edward Jones for their complete career. Smith maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to advise clients in Utah. Edward Jones is a financial advisory company based in Draper, Utah. It has offices in 12,884 locations and a total of 23,510 employees. It manages $312 billion in assets under management between its 2,500,304 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 852 charitable organizations. Of its 2,500,304 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets available to invest. Edward Jones performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are offered. However, fees charged by Edward Jones most likely include some combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Smith Work History
Gregory has 18 years of experience.
Gregory Smith has no disclosures.
Please visit their SEC profile for more details.