Clay David

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

• 08/2011 → 10/2019
  Baker Hughes
  Oklahoma City, OK
• 10/2019 → 12/2019
  Unemployed
  Oklahoma City, OK
• 12/2019 → Present
  Edward Jones
  Oklahoma City, OK

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Other Names

• Clay David
• Clayton David