Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
26yrs
Jon Smith has worked in the financial industry for 26 years and is a fiduciary financial advisor based in St. Louis, Missouri. After a year at Edward Jones and a year at Charles Schwab & CO., Jon joined Stifel, Nicolaus & Company in 2007, a firm offering financial planning, investment management, and private fund management. Jon holds the ChFC designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 18% by experience in St. Louis
Office501 N. Broadway, St. Louis, MO 63102
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Dec 2004 – Nov 2005Edward JonesPreviously
- Aug 2003 – Aug 2004Charles Schwab & CO., Inc.Previously
Contact Jon
(314) 342-2000Stifel, Nicolaus & Company main office 501 N. BroadwaySt. Louis, MO 63102Office · Get directions
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Jon Smith. Jon works from the St. Louis, MO office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2001, about 26 years. Top 18% by experience in St. Louis.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon 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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