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Advisors / Wisconsin / Cambridge
21yrs

Christopher Smith

Financial advisor at Edward Jones

Based in Cambridge, Wisconsin, Christopher Smith is a financial advisor with 21 years of industry experience. Christopher joined Edward Jones in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 4 advisors with offices in Cambridge.

Cambridge, WI 53523Top 20% by experience at Edward Jones
Call the officeDirections

At a glance

Experience21 years (since 2006)
How that compares ?Top 20% by experience at Edward Jones
Office156 W Main Street, Cambridge, WI 53523
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.

Licenses

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

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2019 – now
    Edward JonesCurrent firm

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

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

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Christopher’s local office at (608) 301-5837 or the Edward Jones main office at (314) 515-2000, and ask for Christopher Smith.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2006, about 21 years. Top 20% by experience at Edward Jones.

What licenses does Christopher hold?

Series 63. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Christopher paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Christopher 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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