Donald
Smith

Edward Jones

CRD#6411498
Investment Advisor
in Suffolk, VA

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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

Series 66

Years of Experience

10 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

1897 Governors Pointe Drive Suite A
Suffolk, VA 23436

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

VA Average: 458
Total Number of Accounts

3,336,586

VA Average: 33,415
Average Account Size

$126,847

VA Average: $343,232

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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.

2014 - Present (6 years)

Edward Jones

2013 - 2014 (1 year)

Mike D Livesay State Farm

2012 - 2013 (1 year)

Portsmouth Ymca

2012 - 2012 (< 1 year)

N/A

2011 - 2012 (1 year)

Taylor Bend Ymca

2011 - 2011 (< 1 year)

N/A

2011 - 2011 (< 1 year)

N/A

2010 - 2011 (1 year)

University Of Notre Dame

2010 - 2010 (< 1 year)

N/A

Disclosures

Donald Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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