Wells Fargo Advisors
46yrs
Top advisor by experience in Portsmouth
25yrs
Robert Smith has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Portsmouth, New Hampshire. Robert joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 342 advisors with offices in Portsmouth, and one of 313 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 12% by experience at Edward Jones
Office501 Islington St Suite 1d, Portsmouth, NH 03801
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Robert
Local office(603) 430-1099Ask for Robert. (314) 515-2000Main office · St. Louis, MO 501 Islington St Suite 1dPortsmouth, NH 03801Office · Get directions
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (603) 430-1099 or the Edward Jones main office at (314) 515-2000, and ask for Robert Smith.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. Top 12% by experience at Edward Jones.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert 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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