Rick Smith

Advisor at Edward Jones

Updated today

Location

Lexington, MO 64067

Credentials

Series 63, Series 66

Industry experience

25 years

About

Rick Smith is a financial advisor at Edward Jones in Lexington, MO, with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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)

Other

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

1300 Main St

Lexington, MO 64067

Most active in

Missouri · Texas

Work history

Edward Jones

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Richard B

Series 63, Series 65

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1985 and holds Series 63 and Series 65 licenses. Outside of advisory services, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

David R

Series 63, Series 66

Higginsville, MO

Edward Jones

David Reid is a financial advisor with Edward Jones in Higginsville, MO, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a financial advisor with Edward Jones in Richmond, MO, holding CFP® and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Axa Advisors, LLC and AG Power Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
user avatar

Corbin M

Series 63, Series 65

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and DoorDash, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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

Adam R

Series 66

Higginsville, MO

Edward Jones

Adam Reid is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, Adam owns and manages 14 acres of tillable farmland near Higginsville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")