David Michael Mcmahon

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

• 12/2014 → 04/2019
  Voya Financial Advisors, Inc
  Windsor, CT
• 02/2016 → 04/2019
  Voya Financial
  Windsor, CT
• 06/2019 → Present
  Edward Jones
  Saint Louis, MO

Previous Registrations

• 2016-03-24 → 2019-04-03
  Voya Financial Advisors, Inc.
  Windsor, CT
  Braintree, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  2015-11-12

Designations

• Certified Financial Planner

Other Names

• David Michael Mcmahon
• David Mcmahon