David Perry Indest

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

• 02/2013 → 06/2020
  Ameriprise Financial Services, Inc.
  New Orleans, LA
• 06/2020 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2013-02-19 → 2020-06-25
  Ameriprise Financial Services, Llc
  New Orleans, LA
• 2007-01-19 → 2013-02-20
  Edward Jones
  Metairie, LA
  Metairie, LA
  Gun Barrel City, TX

Other Businesses

Rental Property Type: Condo rental Date: 08/04/06 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I am renting a condo that I own. City-State: Hammond LA

Exams

• S66 Uniform Combined State Law Examination
  2016-08-16
• S63 Uniform Securities Agent State Law Examination
  2003-02-21

Other Names

• Dave P Indest
• David Indest