Equitable Advisors
41yrs
Top advisor by experience in Milford
3yrs
Jacquelyn Smith
Financial advisor at Edward Jones
Based in Milford, Connecticut, Jacquelyn Smith is a fiduciary financial advisor with 3 years of industry experience. Jacquelyn has been with Edward Jones since 2023. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 79 advisors with offices in Milford, and one of 75 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office50 Broad Street, Milford, CT 06460
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowEdward JonesCurrent firm
Contact Jacquelyn
Local office(203) 874-1262Ask for Jacquelyn. (314) 515-2000Main office · St. Louis, MO 50 Broad StreetMilford, CT 06460Office · Get directions
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Questions to ask Jacquelyn
Tailored to Jacquelyn’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jacquelyn
How do I contact Jacquelyn?
Call Jacquelyn’s local office at (203) 874-1262 or the Edward Jones main office at (314) 515-2000, and ask for Jacquelyn Smith.
How long has Jacquelyn been a financial advisor?
Jacquelyn has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jacquelyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacquelyn a fiduciary?
Jacquelyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacquelyn paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jacquelyn 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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