Morgan Stanley
47yrs
Top advisor by experience in Clayton
19yrs
Jared Smith
Financial advisor at &partners
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 61% of advisors in Missouri
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Uniform Combined State Law Examination
Career
- Jul 2025 – now&partnersCurrent firm
- Aug 2023 – Aug 2025Wells Fargo Advisors Financial Network, LLCPreviously
- 2015 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2015Edward JonesPreviously
Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Jared
How do I contact Jared?
Call &partners at 615-255-6431 and ask for Jared Smith. Jared works from the Clayton, MO office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2008, about 19 years. More experience than 61% of advisors in Missouri.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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