David H Lavelle

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

• 07/1993 → Present
  Edward D. Jones & Co.
  Westlake, OH
• 07/1993 → Present
  Edward D. Jones & Co., L.P.
  Cleveland Heights, OH

Other Businesses

Case Western Reserve Univ Estate Planning & Adv Council Cleveland, OH 4410 Start date: 1/2/2006 Member Hours per week: 0 Hours during trading: 0 Attend semi-annual meeting. Ruffing Montessori School Cleveland Heights, OH Start date: 9/1/2021 Board Member Hours per week: 0 Hours during trading: 0 Board member on Advancement Committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Designations

• Certified Financial Planner

Other Names

• Dave Lavelle
• David Hoadley Lauelle
• David Hoadley Lavelle