Gerald A. Smith
Professional summary
Gerald Arthur Smith JR, CFP®, who also goes by Art Smith, Gerald Arthur Smith, is a registered financial advisor currently at BARNES PETTEY FINANCIAL ADVISORS, LLC located in Grenada, Mississippi.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gerald has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Arthur Smith JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
February 7, 2007 - Present
BARNES PETTEY FINANCIAL ADVISORS, LLC
Office #1: 1350 Sunset Drive Suite F, Grenada, MS 38901December 19, 2005 - February 14, 2007
BARNES PETTEY FINANCIAL ADVISORS
April 22, 1998 - July 1, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD#: 142944 / SEC#: 801-67555
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/10/2012)
(2/15/2007)
(2/7/2007)
Exams
Current Firm
BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD#: 142944 / SEC#: 801-67555
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,720 |
| AUM (Assets Under Management) | $ 1,123,122,793 |
Red Flags
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