David Richard Blend

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

• 04/2001 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Shully's Cuisine & Events Type of business: Hospitality Thiensville, WI Start date: 6/27/2026 Bartender Hours per week: 2 Hours during trading: 0 Bartend at a single event (ONE TIME) for a Milwaukee Zoo Fundraiser gala event, to help out a friend as they are short-staffed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-06-22

Designations

• Certified Financial Planner

Other Names

• David R Blend