Karl Donald Davis

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1988 → Present
  Edward D. Jones & Co., L.P.
  Bastrop, LA

Other Businesses

Ouachita Christian School Monroe, LA Start date: 8/10/1990 Board Member Hours per week: 0 Hours during trading: 0 The board oversees the headmaster of school and sets overall school policy Rental Property Type of business: Office Building Rental Bastrop, LA Start date: 8/1/1991 Owner Hours per week: 1 Hours during trading: 0 Owner of office building

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-10-19

Other Names

• Karl D Davis