Brandon 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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General estate planning guidance
Multi-generational wealth transfer
General retirement planning
Work history
Edward Jones
2019 - Present (7 years)
UnEmployed
2019 - 2019 (1 year)
Diamond Home Health Care
2019 - 2019 (1 year)
UnEmployed
2019 - 2019 (1 year)
Enterprise Rent-a-Car
2018 - 2019 (1 year)
full-time Education
2016 - 2018 (2 years)
Best buy
2015 - 2016 (1 year)
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.
-
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.
John S
Series 66
Dowagiac, MI
Edward Jones
Jennifer S
CFP®, Series 66
Niles, MI
Edward Jones
Amanda G
Series 66
Granger, IN
Edward Jones
Paul G
Series 63, Series 66
Granger, IN
Fidelity
Matt Gerard is a Financial Consultant currently working at Fidelity Investments since 2021. He has held the role of Financial Consultant at Fidelity Investments since 2024 and previously held the same title at TD Ameritrade from 2016 to 2021. His prior experience includes positions as Branch Manager at Fifth Third Bank from 2014 to 2015, Financial Advisor at JP Morgan Chase from 2012 to 2014, and Financial Advisor at 1st Source Advisors from 2008 to 2012. With over 15 years in the financial industry, Matt focuses on providing customized services and suggestions to help clients work towards their financial goals. He assists clients in creating and routinely updating solid financial plans and developing investment strategies aligned with their objectives. He is committed to maintaining contact with clients to adjust strategies as their financial needs evolve. Outside of his professional work, Matt has interests in baseball, football, golf, motorcycles, and traveling.
Jose O
CFP®, Series 66
Niles, MI
Edward Jones
Shane S
CFP®, Series 66
Niles, MI
Edward Jones
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