Dawson James Emond
Investment adviser representative at Smart Wealth, LLC
10 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 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
- Seminars and workshops
Experience
10 years in the industry.
- Smart Wealth, LLCAug 2024 to now
- Retire Smart, LLCAug 2024 to now
- Retire Smart, LLCJan 2024 to Jul 2024
- Fed ExSep 2023 to Dec 2023
- Helmerich & PayneAug 2023 to Sep 2023
- Lexus of OmahaMay 2023 to Aug 2023
- United States NavyAug 2021 to May 2023
- Millard North High SchoolAug 2014 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 7979585
- Firm CRD
- 315496