David Andrew Halsell

CRD 6484398

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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

Authority	Category	Status	Date
MO	RA	APPROVED	2018-01-29
KS	RA	APPROVED	2017-08-31

MO RA
APPROVED

Since 2018-01-29
KS RA
APPROVED

Since 2017-08-31

Branch Locations

2309 N Belt Hwy, St Joseph, MO 64506 • 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

Organization	City	State	From	To
University Of Missouri	Columbia	MO	08/2013	Present
Edward Jones	Columbia	MO	10/2015	12/2016
Edward Jones	Columbia	MO	06/2016	09/2016
Edward Jones	St.LOuis	MO	05/2017	Present

08/2013 → Present

University Of Missouri

Columbia, MO
10/2015 → 12/2016

Edward Jones

Columbia, MO
06/2016 → 09/2016

Edward Jones

Columbia, MO
05/2017 → Present

Edward Jones

St.LOuis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-15

S66 Uniform Combined State Law Examination

2017-07-15

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.

OSAIC WEALTH, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

TAMARA LEE SCOTT

ERIN LYNN BRADLEY

JENNIFER LAWSON GRIFFIS

Nearby Offices

PFS INVESTMENTS INC. · ST JOSEPH, MO

OSAIC WEALTH, INC. · St. Joseph, MO

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAINT JOSEPH, MO

More in St Joseph, MO

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