Adviser and broker representative · Edward Jones
Patrick M. Smith
CRD 2738498 · Gig Harbor, WA
At a glance
Patrick M. Smith is an investment adviser representative with Edward Jones in Gig Harbor, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2021, about 5 years ago. Patrick is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Edward JonesSince January 2021Gig Harbor, WA · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Edward Jones
- Erin R. AbrigoGig Harbor · Certified Financial Planner
- Natasha M. BugarinGig Harbor
- Julia DyessGig Harbor · Certified Financial Planner
- Kimberlie C. OlsenGig Harbor · Certified Financial Planner
- Lisa RaimondiGig Harbor
- Jessica RueberGig Harbor
- Jacob M. SavaryGig Harbor
- Tanner K. SteppGig Harbor
Every advisor at Edward Jones →Edward Jones: assets, clients and custodians →Edward Jones news, moves and payouts →Financial advisors in Gig Harbor, WA →Every Edward Jones advisor in Gig Harbor →Advisor Moves: who changed firms this week →