Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
4yrs
Levi Smith
Financial advisor at Edward Jones
Levi Smith is a fiduciary financial advisor in Tulsa, Oklahoma, with 4 years in the industry. Levi joined Edward Jones in 2023, 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 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office8116 South Harvard, Tulsa, OK 74137
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 Levi
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Levi. 8116 South HarvardTulsa, OK 74137Office · Get directions
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Questions to ask Levi
Tailored to Levi’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
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About Levi
How do I contact Levi?
Call Edward Jones at (314) 515-2000 and ask for Levi Smith. Levi works from the Tulsa, OK office.
How long has Levi been a financial advisor?
Levi has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Levi hold?
Series 66. Tap any license on this page to see what it allows.
Is Levi a fiduciary?
Levi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Levi paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Levi 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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