Shawn SmithCRD Number: 3053045
Current Firm: Edward Jones
Shawn Smith (CRD# 3053045) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Dec 2012 - Current||4|
|Country Financial||O'fallon, MO||Mar 2010 - Dec 2012||2|
|O'connell Resources LLC||Saint Peters, MO||Jan 2002 - Mar 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)