William 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
Camden, AR 71701
Credentials
Series 66
Industry experience
15 years
About
William Smith is a financial advisor at Edward Jones with 15 years of experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its large network of advisors and branch offices as well as affiliated capabilities beyond advisory services.
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
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
142 W Washington
Camden, AR 71701
Most active in
William S has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Edward Jones
2011 - Present (15 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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Elizabeth S
Series 63, Series 66
Camden, AR
Edward Jones
Elizabeth Smith is a financial advisor with Edward Jones in Camden, Arkansas, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.
Karen P
Series 66
Camden, AR
Raymond James Financial
Karen Peterman is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked with Wilson Coker Meyers, LLC and its affiliated group since 2019. Peterman is a partner at Wilson Coker Meyers, LLC, which operates as a support business connected to her advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through client collaboration and a range of implementation options.
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