Abraham & CO.
46yrs
Top advisor by experience in Gig Harbor
30yrs
Based in Gig Harbor, Washington, Patrick Smith is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with Edward Jones since 2021. Patrick holds the CFP® designation.
One of 137 advisors with offices in Gig Harbor, and one of 132 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Edward Jones
Office3312 Rosedale St Suite 202, Gig Harbor, WA 98335
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEdward JonesCurrent firm
Contact Patrick
3312 Rosedale St Suite 202Gig Harbor, WA 98335Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Edward Jones at (314) 515-2000 and ask for Patrick Smith. Patrick works from the Gig Harbor, WA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 5% by experience at Edward Jones.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick 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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