Philip Andrew David

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

• 03/1993 → Present
  Edward D. Jones & Co., L.P.
  Lawrenceville, IL

Other Businesses

PHILIP DAVID ETUAL OIL PRODUCTION LAWRENCEVILLE, IL 62439 OWNER - 3-4 HRS WORKED. CPSS Properties Type of business: Realestate/Rental Lawrenceville, IL Start date: 1/1/1995 owner Hours per week: 5 Hours during trading: 0 Desc: Cindy and I own them, she does all of the work to maintain them CPSS Properties Type of business: Oil Operator Lawrenceville, IL Start date: 3/15/1998 Hours per week: 0 Hours during trading: 0 Reporting to Texas Railroad Commission, paying bills, communication with pumper. CPSS Properties Type of business: Real estate/Rental Lawrenceville, IL Start date: 1/1/1995 Owner Hours per week: 3 Hours during trading: 0 No responsibilities. CPSS Properties, Inc Type of business: Owns car wash Lawrenceville, IL Start date: 12/9/2005 Owner Hours per week: 5 Hours during trading: 0 CPSS Properties owns the Ultimate Auto Wash. We have 1 part time employees, I confer with my wife on the day to day activities, ie cash flow, ordering, bill paying

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-28
• S63 Uniform Securities Agent State Law Examination
  1991-11-04

Other Names

• Phil David
• Philip A David