UBS Financial Services
44yrs
Top advisor by experience in Everett
9yrs
Peter Smart
Financial advisor at Edward Jones
Peter Smart has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Everett, Washington. Peter joined Edward Jones in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Peter holds the CFP® designation.
One of 112 advisors with offices in Everett, and one of 108 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office15 SW Everett Mall Way Suite F, Everett, WA 98204
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowEdward JonesCurrent firm
Contact Peter
Local office(425) 353-2322Ask for Peter. (314) 515-2000Main office · St. Louis, MO 15 SW Everett Mall Way Suite FEverett, WA 98204Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Peter’s local office at (425) 353-2322 or the Edward Jones main office at (314) 515-2000, and ask for Peter Smart.
How long has Peter been a financial advisor?
Peter has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Peter 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
LPL Financial
44yrs
Top 1% by experience in Washington
Ameriprise Financial Services
41yrs
Top 2% by experience in Washington
Edward Jones
40yrs
Top 1% by experience at Edward Jones
UBS Financial Services
40yrs
Top 4% by experience in Everett
UBS Financial Services
38yrs
Top 5% by experience in Everett