William Smeda
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 JonesFeb 2025 to now
- Northwestern Mutual Investment Services LLCNov 2022 to Feb 2025
- Northwestern MutualSep 2022 to Feb 2025
- Wedgewood ChristianNov 2021 to Jan 2022
- Uber Eats, Door Dash, ShiptOct 2020 to Aug 2022
- Pine Rest Christian Mental HealthMar 2020 to Nov 2020
- StudentAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, MO).
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
- 7586452
- Firm CRD
- 250