Cody Ray Smith
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
10 years in the industry.
- Edward JonesDec 2020 to now
- Indianola Community School DistrictJun 2020 to Oct 2020
- Urbandale Police DepartmentJul 2019 to Dec 2020
- Jefferson Police DepartmentOct 2017 to Jul 2019
- Hibbett Sporting Goods IncJul 2017 to Oct 2017
- The Conley Group IncFeb 2017 to Jul 2017
- 1st Class SecurityAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7319523
- Firm CRD
- 250