Eddie Joe McGee
Investment Adviser Representative at Smith & Wyatt
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eddie Joe McGee is an investment adviser representative with Smith & Wyatt in Chula Vista, CA, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Corecap Advisors and AE Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AE Wealth Management, LLCAug 2019 – Oct 2021Topeka, KS
- Toro Financial & Insurance Services, Inc.Sep 2017 – no end date reportedSan Diego, CA
- FEFA Asset Management, LLCAug 2019 – Oct 2021530 Vance Road, MO
- Spartan Insurance ServicesMar 2003 – Sep 2017Chula Vista, CA
- CoreCap Advisors, LLCOct 2021 – Feb 2024Southfield, MI
- Dugan & Brown LLCFeb 2024 – no end date reportedDublin, OH
- L & W Financial LLCFeb 2024 – no end date reportedBryan, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Smith & Wyatt
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 5
- Main office:
- College Station, TX
- SEC file number:
- 801-128977
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eddie Joe McGee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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