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About this Advisor
Donald Smith is an investment advisor in Suffolk, Virginia. Currently a registered advisor with Edward Jones, Smith has 10 years of professional experience as a financial advisor. Smith has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Smith is registered to act as an advisor based out of Virginia. Over the course of their career, they have held roles at Edward Jones, Mike D Livesay State Farm, Portsmouth Ymca, N/A, Taylor Bend Ymca and University Of Notre Dame. Edward Jones is based out of Suffolk, Virginia, and has 14,439 other offices throughout the nation. In aggregate, Edward Jones oversees $423 billion in assets dispersed across 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include 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
Donald Smith Work History
Donald has 10 years of experience.
Mike D Livesay State Farm
Taylor Bend Ymca
University Of Notre Dame
Donald Smith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones