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David B Gottlieb

Edward Jones

Pepper Pike, OH

CRD 1983265

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-20
OH RA APPROVED 2007-01-24
  • TX RA
    APPROVED_RES
    Since 2018-12-20
  • OH RA
    APPROVED
    Since 2007-01-24

Branch Locations

31100 Pinetree Rd Suite 200, Pepper Pike, OH 44124-5917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Pepper Pike OH 05/1995 Present
  • 05/1995 → Present
    Edward D. Jones & Co., L.P.
    Pepper Pike, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-11-15
  • S63 Uniform Securities Agent State Law Examination
    1989-11-15
Other Names
  • David B Gottlieb
  • David Benjamin Gottlieb

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
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Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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