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David Christian Leavitt

Edward Jones

Ponte Vedra Beach, FL

CRD 6443763

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
FL RA APPROVED 2022-03-21
  • TX RA
    APPROVED
    Since 2026-04-01
  • FL RA
    APPROVED
    Since 2022-03-21

Branch Locations

816 A 1 A North Suite 208, Ponte Vedra Beach, FL 32082-3219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2015 04/2019
Janney Montgomery Scott Llc Ponte Vedra Beach FL 04/2019 03/2020
Deutsche Bank Jacksonville FL 03/2020 12/2021
Citigroup Jacksonville FL 12/2021 03/2022
Edward Jones St. Louis MO 03/2022 Present
  • 02/2015 → 04/2019
    Edward Jones
    St Louis, MO
  • 04/2019 → 03/2020
    Janney Montgomery Scott Llc
    Ponte Vedra Beach, FL
  • 03/2020 → 12/2021
    Deutsche Bank
    Jacksonville, FL
  • 12/2021 → 03/2022
    Citigroup
    Jacksonville, FL
  • 03/2022 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-23
  • S66 Uniform Combined State Law Examination
    2015-05-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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