Michael Andrew Smith
Investment adviser representative at Edward Jones
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Edward JonesSep 2024 to now
- Tune Turner LLCSep 2015 to now
- Morgan StanleyJan 2024 to Aug 2024
- Charles Schwab & Co IncJul 2020 to Jan 2024
- Education At WorkMay 2019 to Jul 2020
- ChrcSep 2018 to Dec 2018
- Full Time EducationJan 2018 to Jun 2020
- Home Depot IncMay 2017 to Jul 2017
- Full Time EducationJan 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7281585
- Firm CRD
- 250