Jonathan David King

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

• 08/2009 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2008-03-04 → 2009-08-31
  Osaic Fs, Inc.
  Murray, KY
  Paducah, KY
  Murray, KY

Other Businesses

Commercial Rental Property Calvert City, KY Start date: 1/1/2013 Owner Hours per week: 0 Hours during trading: 0 Outsourced maintenance. This is the Edward Jones office. * King Properties & Rentals, LLC Type of business: Rental property Gilbertsville, KY Start date: 2/26/2006 Sole Member Hours per week: 1 Hours during trading: 0 This is a passive income property and there is very little work. I pay someone to do almost everything. I pay the bills and receive rent checks. * JDK Properties, LLC Type of business: Rental Property Gilbertsville, KY Start date: 4/21/2023 sole member Hours per week: 0 Hours during trading: 0 This company was created to remove any residential rentals from King Properties & Rentals, LLC. No new properties or additional activities are created with the addition of this LLC. It's for additional liability protection only. The new Edward Jones office under construction is in this LLC. * Kentucky Financial Institutions Board Frankfort, KY Start date: 2/25/2021 board member One meeting per year to discuss state of financial institutions for the state.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jonathan D. King