David Alfons Figari

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

• 05/2012 → 08/2021
  Jpmorgan Chase Bank
  Riverview, FL
• 10/2012 → 08/2021
  J.P. Morgan Securities Llc
  Riverview, FL
• 08/2017 → 04/2018
  Dragonturtle Ideas Inc.
  Jacksonville, FL
• 10/2019 → 01/2023
  Dragonturtle Ideas, Llc
  Riverview, FL
• 08/2021 → 01/2023
  Wells Fargo Bank, Na
  Brandon, FL
• 08/2021 → 01/2023
  Wells Fargo Clearing Services, Llc
  Brandon, FL
• 01/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-10-12 → 2023-02-03
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Brandon, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-11

Other Names

• Dave Alfons Figari