Dunn Financial Advisors
42yrs
Top advisor by experience in Winchester
34yrs
Based in Winchester, Virginia, Jay Smith is a fiduciary financial advisor with 34 years of industry experience. Jay has been with Edward Jones since 2007. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 101 advisors with offices in Winchester, and one of 99 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 3% by experience at Edward Jones
Office1825 Valley Avenue, Winchester, VA 22601
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Jay
Local office(540) 722-2938Ask for Jay. (314) 515-2000Main office · St. Louis, MO 1825 Valley AvenueWinchester, VA 22601Office · Get directions
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call Jay’s local office at (540) 722-2938 or the Edward Jones main office at (314) 515-2000, and ask for Jay Smith.
How long has Jay been a financial advisor?
Jay has been in the industry since 1993, about 34 years. Top 3% by experience at Edward Jones.
What licenses does Jay hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jay 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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