Katherine T Smith
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Katherine T Smith? Claim your profile
Contact this firm
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 JonesJun 2026 to now
- PacificorpJul 2023 to Jun 2026
- Self EmployedDec 2022 to May 2026
- Public Service Commission of the State of UtahNov 2022 to Jun 2023
- Attorney: John K. JohnsonAug 2022 to Dec 2022
- UnemployedJul 2022 to Aug 2022
- No Name SaloonDec 2021 to Jul 2022
- UnemployedAug 2021 to Dec 2021
- Tualatin Country ClubMay 2021 to Aug 2021
- Lewis and Clark Law SchoolSep 2020 to Apr 2021
- Gilroy Napoli Short Law GroupAug 2020 to May 2021
- Material Innovation InitiativeJun 2020 to Aug 2020
- Lewis and Clark Small Business Legal ClinicMay 2020 to Jun 2020
- UnemployedAug 2019 to May 2020
- Unlawful Termination Lawyers, LLCMay 2019 to Aug 2019
- UnemployedJan 2019 to May 2019
- Mcmenamins Cedar HillsDec 2017 to Jan 2019
- UnemployedJun 2017 to Dec 2017
- Falling Sky BreweryOct 2016 to Jun 2017
- UnemployedJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8297223
- Firm CRD
- 250