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David Joseph Bousquet

Edward Jones

Oakmont, PA

CRD 7399603

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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 2025-11-14
PA RA APPROVED 2021-09-14
  • TX RA
    APPROVED
    Since 2025-11-14
  • PA RA
    APPROVED
    Since 2021-09-14

Branch Locations

201 Allegheny Avenue Suite 2, Oakmont, PA 15139 • 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
Cranesville Bible Church Cranesville PA 11/2005 09/2020
Unemployed Cranesville PA 10/2020 06/2021
Edward Jones St. Louis MO 07/2021 Present
  • 11/2005 → 09/2020
    Cranesville Bible Church
    Cranesville, PA
  • 10/2020 → 06/2021
    Unemployed
    Cranesville, PA
  • 07/2021 → Present
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-11
  • S66 Uniform Combined State Law Examination
    2021-09-11
Designations
  • Chartered Financial Consultant
Other Names
  • Dave Bousquet
  • David J Bousquet

View on SEC IAPD

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