Sterling Smith
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beeville, TX 78102
Credentials
Series 66
Industry experience
7 years
About
Sterling Smith is a financial advisor at Edward Jones in Beeville, TX, holding a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at TxDOT from 2017 to 2019. He serves as a board member of the Beeville Economic Improvement Corporation. 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 national network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
General estate planning guidance
Fee options
$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)
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
325 B N Washington Street
Beeville, TX 78102
Most active in
Sterling S has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2019 - Present (7 years)
TxDOT
2017 - 2019 (2 years)
STUDENT
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kevin J
Series 66
Beeville, TX
Edward Jones
Kevin Jamison is a financial advisor at Edward Jones with a Series 66 designation and six years at the firm. He has a total of 11 years of industry experience, including prior roles at Elsley LLC and the Aransas County Appraisal District. Outside of advisory work, he serves as Vice-President of Elsley LLC, a real estate development company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Cody C
Series 66
Beeville, TX
Edward Jones
Cody Clayton is a financial advisor with Edward Jones in Beeville, TX. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the chemical manufacturing sector with companies including Ineos Nitriles and Formosa Plastics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a large nationwide network of advisors and branch offices.
Sairrah N
ChFC®, Series 66
Beeville, TX
Edward Jones
Sairrah Nelson is a financial advisor at Edward Jones with ChFC® and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, she worked in dental care and at the University of Texas Health Science Center San Antonio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
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