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David William Rakow

Edward Jones

Chadds Ford, PA

CRD 2036678

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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
PA RA APPROVED 2023-10-17
TX RA APPROVED_RES 2019-02-19
  • PA RA
    APPROVED
    Since 2023-10-17
  • TX RA
    APPROVED_RES
    Since 2019-02-19

Branch Locations

100 Ridge Road Suite 23, Chadds Ford, PA 19317 • 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 09/2004 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-11
  • S63 Uniform Securities Agent State Law Examination
    2004-11-11
Designations
  • Certified Financial Planner
Other Names
  • David William Rakow

View on SEC IAPD

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DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
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