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Jennifer Janet David

Edward Jones

Centennial, CO

CRD 7014548

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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 2024-06-20
CO RA APPROVED 2024-06-13
  • TX RA
    APPROVED
    Since 2024-06-20
  • CO RA
    APPROVED
    Since 2024-06-13

Branch Locations

7700 East Arapahoe Rd Ste 170, Centennial, CO 80112 • 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 09/2020 08/2024
Presidential Wealth Management / Forta Financial Greenwood Village CO 09/2018 07/2020
Dorsey Pictures Littleton CO 09/2014 05/2018
Unemployed Centennial CO 06/2020 09/2020
Unemployed Centennial CO 06/2018 08/2018
Robert Half And Associates Office Team Centennial CO 07/2020 08/2020
Edward Jones St Louis MO 08/2024 Present
  • 09/2020 → 08/2024
    St. Louis, MO
  • 09/2018 → 07/2020
    Presidential Wealth Management / Forta Financial
    Greenwood Village, CO
  • 09/2014 → 05/2018
    Dorsey Pictures
    Littleton, CO
  • 06/2020 → 09/2020
    Unemployed
    Centennial, CO
  • 06/2018 → 08/2018
    Unemployed
    Centennial, CO
  • 07/2020 → 08/2020
    Robert Half And Associates Office Team
    Centennial, CO
  • 08/2024 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-11
  • S66 Uniform Combined State Law Examination
    2024-06-11
Other Names
  • Jennifer Janet Lussenhop
  • Jennifer Janet Davidq
  • Jennifer Janet David
  • Jennifer David

View on SEC IAPD

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