Kelsie Blake Smith
Investment adviser representative at Edward Jones
17 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
17 years in the industry.
- Edward JonesAug 2023 to now
- Member AdvantageAug 2022 to Jun 2023
- GeicoFeb 2021 to Jun 2022
- UnemployedMay 2020 to Feb 2021
- Tidewater Therapy for ChildrenFeb 2020 to Apr 2020
- St. Catherine UniversityJan 2020 to May 2020
- Oak Grove Health and RehabDec 2019 to Feb 2020
- Western Tidewater CsbFeb 2017 to Jan 2020
- Bath and Body WorksNov 2016 to Dec 2020
- Sundays Sun Spa ShopAug 2016 to Nov 2016
- Suffolk Automotive ServiceDec 2009 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7793872
- Firm CRD
- 250