David Lambo

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

• 05/2016 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Central Valley School District, Ridgeline High School Type of business: High School / School District Liberty Lake, WA Start date: 6/21/2021 Assistant Football Coach Hours per week: 20 Hours during trading: 0 Desc: Assistant football coach: Co-supervising high school football practice, running drills, etc. during Football Season (June, August - November) HUB Sports Center Liberty Lake, WA Start date: 1/15/2020 Finance Committee Member Hours per week: 0 Hours during trading: 0 Desc: To discuss with other committee members the current and future financial situation of the HUB Sports Center, including but not limited to:

Exams

• S66 Uniform Combined State Law Examination
  2016-06-27

Designations

• Certified Financial Planner

Other Names

• David Bernard Lambo