David G Bartfeld

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

• 06/2013 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2006-04-28 → 2007-04-03
  A. G. Edwards & Sons, Inc.
  Milwaukee, WI
• 2005-07-06 → 2006-05-03
  Chase Investment Services Corp.
  Fox Point, WI
• 2005-01-26 → 2005-07-06
  Banc One Securities Corporation
  Delafield, WI
• 2002-06-25 → 2004-03-17
  Rbc Capital Markets, Llc
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2013-07-22

Other Names

• David Gideon Bartfeld
• David Bartfeld