David William Beeler

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-04
NC	RA	APPROVED	2007-03-21

TX RA
APPROVED_RES

Since 2018-12-04
NC RA
APPROVED

Since 2007-03-21

Branch Locations

8000 Regency Pkwy Suite 140, Cary, NC 27518-8582 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2002	Present

07/2002 → Present

Edward Jones

St Louis, MO

Other Businesses

BEELER ENTERPRISES. NOT INVESTMENT RELATED. THE ADDRESS IS 101 1/2 S. LINDEN ST., NORMAL, IL 61761. THE BUSINESS IS A FRANCHISED SANDWICH BUSINESS, JIMMY JOHN'S GOURMET SANDWICH SHOP. THERE ARE THREE LOCATIONS. I'M CURRENTLY PRESIDENT. I STARTED AS PRESIDENT IN 02/1999. THREE HOURS A WEEK WITH NO TIME REQUIRED DURING TRADING. A DIRECTOR OF OPERATIONS RUNS THE BUSINESS. MY RESPONSIBILITY IS TO MANAGE BANK ACCOUNTS BY PHONE. THE BUSINESS SHOULD SALE WITHIN 60 DAYS. BUYER APPROVED FOR LOAN PENDING SBA OK.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-06
S63	Uniform Securities Agent State Law Examination	2002-09-12

S66 Uniform Combined State Law Examination

2007-03-06
S63 Uniform Securities Agent State Law Examination

2002-09-12

Designations

Certified Financial Planner

Other Names

David W Beeler

View on SEC IAPD