David L Tarke

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

• 06/1995 → Present
  Edward D. Jones & Co., L.P.
  Yuba City, CA

Other Businesses

FREMONT-RIDEOUT HEALTH GROUP YUBA CITY, CA START DATE: 1/1/2010 GOVERNANCE/COMPLIANCE COMMITTEE Tot hrs: 0 Trad hrs: 0 SERVE ON THE GOVERNANCE/COMPLIANCE COMMITTEE. * FREMONT-RIDEOUT HEALTH GROUP YUBA CITY, CA START DATE: 1/1/2010 NOMINATING COMMITTEE Tot hrs: 0 Trad hrs: 0 SERVE ON THE NOMINATING COMMITTEE WHICH HELPS FIND NEW MEMBERS FOR THE BOARD. * FREMONT-RIDEOUT HEALTH GROUP YUBA CITY, CA START DATE: 1/1/2010 FINANCE COMMITTEE CHAIR Tot hrs: 0 Trad hrs: 0 Committee Chairman * FREMONT-RIDEOUT HOSPITAL ADMINISTRATIVE BOARD YUBA CITY, CA START DATE: 1/1/2010 BOARD MEMBER Tot hrs: 0 Trad hrs: 0 Board member * Big Chance Outing Club, LLC Type of business: Duck club Sutter, CA Start date: 1/1/2014 Member & part owner Tot hrs: 1 Trad hrs: 0 Desc: Member of a family duck club. I am permitted to sign checks, but we keep the checkbook with my nephew, Brad Helzer, who pays all the bills. * Enterprise Farms Type of business: Farming Meridian, CA Start date: 3/25/1999 Business Partner Tot hrs: 0 Trad hrs: 0 Desc: Maintain Financial Statements with a bookkeeper * Kylling Ranch Type of business: Farm Land Live Oak, CA Start date: 1/1/1990 1/2 Owner Tot hrs: 1 Trad hrs: 0 Almond orchard and open land used for wheat and some sheep and cattle grazing. I own 1/2 of this land. The Fred Tarke Trust, Emery Family Trust, and Peacock Family Trust own the other half. * Moss Property Type of business: Farm Land Meridian, CA Start date: 1/1/1986 Owner Tot hrs: 1 Trad hrs: 0 Roughly 180 acres of open (rice) land. I rent to Enterprise Farms or other family members. * RET Enterprises LP Type of business: Farm Landlord Sutter, CA Start date: 1/1/1999 General & Limited Partner Tot hrs: 1 Trad hrs: 0 Desc: Set policy for property mgmt and rent rate for their tenants. Work with attorneys and accountants to distribute tax liability and income to the limited partners. This partnership owns 1/2 of Tarke Bros Estate LLC * Tarke Brothers Estate LLC Type of business: Farm Landlord Sutter, CA Start date: 1/1/1999 Member Tot hrs: 1 Trad hrs: 0 I and my aunt manage the family property, which rents farm land and a duck club. I have check writing authority, which I now have to use following the death of my cousin. It is owned 50% by RET Enterprises and 50% by LBT Enterprises. * Rental Property Sutter, CA Start date: 8/21/2020 Owner Tot hrs: 1 Trad hrs: 0 Owner of 2 acre lot and a small house. * LBT Enterprises Type of business: Farm Rental Sutter, CA Start date: 12/7/2020 General Partner Tot hrs: 2 Trad hrs: 1 Property mgmt * Richard and Elaine Property Type of business: Farm Rental Meridian, CA Start date: 12/13/2024 Owner Tot hrs: 1 Trad hrs: 0 Desc: Manage Property. Around 20 acres * California Resources, Concordia, Atlantic Oil Date: 10/15/14 Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Various CA" * Colusa Rice Company Date: 01/01/86 Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Colusa CA" * LBT Enterprises LP Date: 12/07/20 Trad Hrs: 1 Tot Hrs: 0 Desc: No responsibilities City-State: Sutter CA" * RET Enterprises Date: 01/01/15 Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Sutter CA" * Various Properties Meridian, CA Start date: 1/1/1986 Tot hrs 0 Trad hrs: 0 Desc: No responsibilities * Rental Property Meridian, CA Start date: 1/1/2024 Tot hrs: 0 Trad hrs: 0 Desc: No responsibilities * Rental Property Sutter, CA Start date: 1/1/2022 Tot hrs: 0 Trad hrs: 0 Desc: No responsibilities * Reclamation District #70 Drainage District Meridian, CA Start date: 7/1/2006 Board Member Hours per week: 0 Hours during trading: 0 Desc: Go to Monthly Board Meeting. Stay aware of issues dealing with the farm drainage district.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-26

Designations

• Certified Financial Planner

Other Names

• David Leighton Tarke