Erin Smith, financial advisor Saint Louis MO

Erin Smith

CRD Number: 7469024
Current Firm: Edward Jones

Erin Smith (CRD# 7469024) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 2 years of experience in the finance industry.

Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Craig Toberman, financial advisor Saint Louis MO
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Saint Louis MO
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Edward Jones Tempe, AZ Dec 2021 - Current 2
Etrailer Corp. Wentzville, MO May 2021 - Nov 2021 < 1
Unemployed Tempe, AZ May 2020 - May 2021 1
American Family Insurance Madison, WI Jun 2007 - May 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Erin Smith
Phone Number: 314-515-2000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.