Clay L 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 JonesFeb 2025 to now
- Point UniversityApr 2023 to Aug 2024
- Cultivate CounselingJun 2022 to Jul 2023
- Bayshore Christian SchoolAug 2021 to Feb 2025
- University of South Alabama Wesley FoundationJun 2018 to Jun 2021
- Sunglass HutJan 2018 to Jun 2018
- Barnes and NobleSep 2017 to Mar 2018
- Baldwin County Public School SystemAug 2017 to May 2018
- Volunteers of America SeMay 2017 to Jul 2017
- Spring Hill Baptist ChurchJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 8035485
- Firm CRD
- 250