Duane James Covey

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

• 01/1993 → Present
  Edward D. Jones & Co., L.P.
  Seattle, WA

Other Businesses

Covey Corporation Type of business: FAMILY HOLDINGS SEATTLE, WA Start date: 1/1/1984 LIMITED PARTNER/DIRECTOR Hours per week: 0 Hours during trading: 0 MEET AT SHAREHOLDER MEETINGS. * BRIEF_DESCRIPTION: Covey Corporation Type of business: Family LLC Stocks/Property Seattle, WA Start date: 7/1/1986 LPT Hours per week: 0 Hours during trading: 0 * Lake Sawyer Point Type of business: Summer Home Seattle, WA Start date: 10/13/2006 LPT Hours per week: 0 Hours during trading: 0 No responsibilities. * LDB COMPANY LLC Type of business: INVESTMENT ACCOUNT Seattle, WA Start date: 3/20/1998 LPT Hours per week: 0 Hours during trading: 0 No responsibilities. * DC2 Blended Family LLC Seattle, WA Start date: 1/1/2021 Co-owner with wife Hours per week: 0 Hours during trading: 0 This is an LLC set up for Estate Planning purposes and has not funded * Lolo Memories LLC Seattle, WA Start date: 1/1/2021 Co owner with Wife Hours per week: 0 Hours during trading: 0 Not funded * Mamer DJ LLC Seattle, WA Start date: 1/1/2021 Co owner with wife Hours per week: 0 Hours during trading: 0 Not funded * "COVEY CORPORATION Type: Date: 10/01/86 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Distribution City-State: SEATTLE WA"

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24
• S63 Uniform Securities Agent State Law Examination
  1993-03-24