ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Foxboro
26yrs

Brian Smith

Financial advisor at Edward Jones

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.

Foxboro, MA 02035CFP®Top 11% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 11% by experience at Edward Jones
Office30 Mechanic Street Suite 7, Foxboro, MA 02035
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2007 – now
    Edward JonesCurrent firm

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

Other advisors nearby

Commonwealth Financial Network
40yrs
Peter Caplan
Financial advisor
Foxboro, MA
Top advisor by experience in Foxboro
CFP®Fiduciary
Call Directions
Betro Mileszko & Company
40yrs
John Mileszko
Financial advisor
30 Mechanic Street
Foxboro, MA 02035
Top 4% by experience nationwide
Fiduciary
Call Directions
Primerica Advisors
37yrs
Richard Ringler
Financial advisor
132 Central St Suite 205
Foxboro, MA 02035
Top 7% by experience nationwide
Fiduciary
Call Directions
Primerica Advisors
33yrs
Daniel Defeo
Financial advisor
124 Washington St Unit 201-B
Foxboro, MA 02035
Top 11% by experience at Primerica Advisors
Fiduciary
Call Directions
Dodge Wealth Management
31yrs
Greg Dodge
Financial advisor
16 Chestnut St Suite 121
Foxboro, MA 02035
Top 14% by experience nationwide
Fiduciary
Call Directions
LPL Financial
30yrs
Timothy O'Rourke
Financial advisor
1 Mechanic St
Foxboro, MA 02035
Top 17% by experience nationwide
Fiduciary
Call Directions

See all advisors near Foxboro