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Kirk Austin Smith

Investment adviser representative at Edward Jones
15 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

15 years in the industry.

  1. Edward JonesJun 2026 to now
  2. Baystate FinancialMay 2025 to Dec 2025
  3. PokeworksSep 2023 to Jun 2025
  4. University of VermontAug 2023 to May 2026
  5. Stanley Steemer of Broome Co.Jun 2022 to May 2026
  6. Mcdonald's (coughlin Inc.)May 2021 to May 2023
  7. UnemployedAug 2011 to Mar 2026

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, VT).

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
8101770
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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