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Peter S

Series 66

Grimes, IA

Edward Jones

Peter Smith is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the City of Urbandale. He serves as a volunteer treasurer for Folds of Honor organizations in both Oklahoma and Iowa, acting as a liaison without handling assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

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