Gregory
Smith

Edward Jones

CRD#4275914
Investment Advisor
in Draper, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Series 63

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

12339 S 800 E #3
Draper, UT 84020

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

UT Average: $11,469,110,461
Total Number of Employees

23,408

UT Average: 458
Total Number of Accounts

3,047,151

UT Average: 33,415
Average Account Size

$107,966

UT Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2000 - Present (19 years)

Edward Jones

Disclosures

Gregory Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started