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Brendon Smith

Advisor at Edward Jones

Updated today

Location

Nevada, MO 64772

Credentials

Series 66

Industry experience

2 years

About

Brendon Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for 18 years with the Nevada R-5 School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1601 E Austin Blvd Suite B

Nevada, MO 64772

Most active in

Missouri · Texas

Work history

Edward Jones

2023 - Present (3 years)

Nevada R-5 School District

2005 - 2023 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ross L

Series 63, Series 66

Nevada, MO

Cwm, Llc

Ross Lawrence is a financial advisor with CWM, LLC in Nevada, MO, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior work includes roles at LPL Financial and Cetera Wealth Services. Lawrence is active in community organizations, serving as Membership Chair for Rotary International and Vice President of the Nevada/Vernon County Chamber of Commerce, and he also participates on the United Way of Vernon County board. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive

Claire H

Series 66

Nevada, MO

Edward Jones

Claire Hooe is a Series 66-licensed financial advisor with Edward Jones, based in Nevada, MO, and has eight years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Retirement income strategy Active portfolio management General retirement planning Liquidity event planning Retired Founder/Business Owner Executive
user avatar

Julie W

Series 66

Nevada, MO

Edward Jones

Julie Woods is a financial advisor at Edward Jones with the Series 66 designation. She has been with Edward Jones since 2009, totaling 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kyle H

Series 66

Nevada, MO

Edward Jones

Kyle Hooe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at Nevada Insurance Agency, Cash's Quality Electric, and Air Methods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Myles M

Series 63, Series 66

Nevada, MO

Edward Jones

Myles Miller is a financial advisor with Edward Jones in Nevada, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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