Cody Smith, financial advisor Carlisle IA

Cody Smith

CRD Number: 7319523
Current Firm: Edward Jones

Cody Smith (CRD# 7319523) is an Investment Advisor Representative working at Edward Jones in Carlisle, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Dec 2020 - Current 3
Urbandale Police Department Urbandale, IA Jul 2019 - Dec 2020 1
Indianola Community School District Indianola, IA Jun 2020 - Oct 2020 < 1
Jefferson Police Department Jefferson, IA Oct 2017 - Jul 2019 1
Hibbett Sporting Goods Inc. Birmingham, AL Jul 2017 - Oct 2017 < 1
The Conley Group Inc. Des Moines, IA Feb 2017 - Jul 2017 < 1
1st Class Security Sioux City, IA Aug 2016 - Mar 2017 < 1
American Security Des Moines, IA May 2016 - Aug 2016 < 1
Rabiner Treatment Center Fort Dodge, IA Feb 2016 - Apr 2016 < 1
Unemployed Forest City, IA Aug 2015 - Jan 2016 < 1
Winnebago Industries Forest City, IA Jun 2015 - Jul 2015 < 1
Securitas Des Moines, IA May 2015 - May 2015 < 1
House Of Mini Golf Fort Dodge, IA Sep 2014 - Apr 2015 < 1
Unemployed Indianola, IA Dec 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2021
Contact Info for Cody R. Smith
Phone Number: 314-515-2000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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