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David S

Series 66

Dallas, TX

Edward Jones

David Smith Jr. is a Series 66 licensed financial advisor with Edward Jones in Dallas, TX, where he has worked since 2006, totaling 20 years of industry experience. Outside of his advisory role, he owns a small home-based gumball machine business, Fun Time Vending, that operates five machines serviced monthly. He is also involved with Orizon Consulting Associates LLC, a retail business specializing in weekend trade show product sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management ESG / Sustainable investing Founder/Business Owner Doctor or Medical Professional Values-based investing Religious/faith focused
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