Emily Shaye Smith

Advisor at Edward Jones — Elk City, OK West Third

Updated today

Credentials

Series 66

Experience

3 years

Location

Elk City, OK 73648

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Emily Smith is an Associate Financial Advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously coordinated sponsorships for the Elk City Rodeo Association. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Wealth management General estate planning guidance General retirement planning

Occupation focus

Military & Veterans Founder/Business Owner

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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

See office

Elk City, OK West Third

2208 West Third

Elk City OK 73648

Advisors at this office

4

Most active in

Oklahoma · Texas

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Elk City Rodeo Association

2021 - 2022 • 1 year

Elk City, OK

Oklahoma Youth Expo

2021 - 2023 • 2 years

Oklahoma City, OK

Novel Designs

2019 - 2019 • 1 year

Elk City, OK

Edward Jones

2018 - 2023 • 5 years

St Louis, MO

Oklahoma State University

2017 - 2023 • 6 years

Stillwater, OK

Unemployed

2017 - 2017 • 1 year

Elk City, OK

The Mix

2015 - 2017 • 2 years

Elk City, OK

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

Robert F

Series 66

Sayre, OK

Zelus Wealth Management

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
user avatar

Kari P

Series 66

Elk City, OK

Sanctuary Advisors, LLC

Kari Payne is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Elk City, OK, and has three years of industry experience. Prior to joining Sanctuary Advisors, she worked at Edward Jones for six years and has experience in other local businesses. She is also the owner and investment advisor of CopperSky Wealth, an operating entity for investment advisory services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and acts as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Justin K

CFP®, Series 66

Elk City, OK

Sanctuary Advisors, LLC

Justin Koch is a CFP® with 18 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Prior to joining Sanctuary in 2025, he worked for Edward Jones from 2008 to 2025. He is also the owner of CopperSky Wealth, an investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of more than 400 independent advisors with a range of portfolio management options, fiduciary services, and access to various investment platforms and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

John T

Series 63, Series 66

Elk City, OK

Edward Jones

John Thomas II is a financial advisor with Edward Jones in Elk City, OK, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Thomas is involved in cattle and land management through partnerships in Bull & Bear Ranch LLC and Bull & Bear Properties LLC, and he serves as a board member of Western Oklahoma Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Sandy B

Series 66

Elk City, OK

Edward Jones

Sandy Barr is a financial advisor with Edward Jones in Elk City, Oklahoma, holding a Series 66 designation. Barr has been associated with Edward Jones since 2001, accumulating over 25 years of experience with the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

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

Joshua T

Series 63, Series 66

Elk City, OK

Edward Jones

Joshua Thomas is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved with Bull & Bear Ranch LLC and Bull & Bear Properties, LLC, managing property-related activities in Elk City, Oklahoma. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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