David Debreceni

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

• 01/2020 → Present
  Edward Jones
  St Louis, MO
• 06/2014 → 01/2020
  Wellington Management
  Radnor, PA

Other Businesses

US Club Soccer Type of business: Youth Sports League and Educat Mount Pleasant, SC Start date: 8/4/2023 Coaching Educator Hours per week: 2 Hours during trading: 0 Responsible for running coaching education classes. Classes teach coaches about how to run soccer practices.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• David J Debreceni
• David J Debreceni
• David Debreceni