Brian Smith is a fiduciary financial advisor in Foxboro, Massachusetts, with 26 years in the industry. Brian joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Brian holds the CFP® designation.
One of 14 advisors with offices in Foxboro, and one of 13 fiduciaries.
At a glance
Services through Edward Jones
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Brian
Local office(508) 543-8885Ask for Brian. (314) 515-2000Main office · St. Louis, MO 30 Mechanic Street Suite 7Foxboro, MA 02035Office · Get directions
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Questions to ask Brian
Tailored to Brian’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
About Brian
How do I contact Brian?
Call Brian’s local office at (508) 543-8885 or the Edward Jones main office at (314) 515-2000, and ask for Brian Smith.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 11% by experience at Edward Jones.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian 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.