David Wood

CRD 7053521

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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
TX	RA	APPROVED	2019-10-09
CO	RA	APPROVED	2019-03-05

TX RA
APPROVED

Since 2019-10-09
CO RA
APPROVED

Since 2019-03-05

Branch Locations

7887 E Belleview Ave Ste 120, Denver, CO 80111 • United States

7887 E Belleview Ave Suite 120, Denver, CO 80111 • 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
Edward Jones	St Louis	MO	12/2018	Present
Foxfield Financial	Greenwood Village	CO	04/2003	12/2018
Tempsmart	Greenwood Village	CO	08/2016	12/2018

12/2018 → Present

Edward Jones

St Louis, MO
04/2003 → 12/2018

Foxfield Financial

Greenwood Village, CO
08/2016 → 12/2018

Tempsmart

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-04

S66 Uniform Combined State Law Examination

2019-03-04

Other Names

David Wood
David Thomas Wood

View on SEC IAPD

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