Edward Jones
39yrs
Top 1% by experience at Edward Jones
34yrs
Based in Rockwall, Texas, Stuart Smith is a fiduciary financial advisor with 34 years of industry experience. Stuart has been with Wells Fargo Advisors since 2022; before that, Stuart spent five years at J.P. Morgan Securities. Stuart holds the CFP® designation.
One of 69 advisors with offices in Rockwall, and one of 62 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in Rockwall
Office2970 Horizon Rd, Rockwall, TX 75032
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2017 – 2022J.P. Morgan Securities LLCPreviously
Contact Stuart
Local office(972) 722-7470Ask for Stuart. (314) 875-3000Main office · St. Louis, MO 2970 Horizon RdRockwall, TX 75032Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Stuart’s local office at (972) 722-7470 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Stuart Smith.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1992, about 34 years. Top 7% by experience in Rockwall.
What licenses does Stuart hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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