David Grant Forney

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

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 04/2016 → 04/2019
  United States Army
  Sierra Vista, AZ

Other Businesses

"BNI Synergy Chapter Type: Date: 01/01/25 Title: Vice President Trad Hrs: 0 Tot Hrs: 0 Desc: Responsible for the management of the membership committee and assisting the President in their duties to the Chapter. City-State: El Paso TX

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant