David Mcdonald

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

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2014 → Present
  Gastonia Grizzlies
  Gastonia, NC

Other Businesses

Gastonia Grizzlies - Technically I'm still employed through the end of this month (7 days) even though I have no job requirements for them at this current time. Uber - Rarely, I'll drive for Uber on weekends (I haven't driven in 5-6 months).

Exams

• S66 Uniform Combined State Law Examination
  2020-01-14