David Andrew Wilson

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

• 01/2004 → 05/2019
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Augusta, KS
• 07/2014 → 12/2017
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  Augusta, KS
• 10/2017 → 05/2019
  Iht Wealth Management Llc
  Augusta, KS
• 05/2019 → 01/2020
  Fbl Financial Group
  Augusta, KS
• 05/2019 → 01/2020
  Fbl Marketing Services Llc
  West Des Moines, IA
• 01/2020 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-05-15 → 2020-01-21
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2017-10-13 → 2019-05-16
  Iht Wealth Management Llc
  Augusta, KS
  Chicago, IL
• 2014-08-01 → 2017-12-31
  Nvision Wealth Group, Llc
  Augusta, KS
  Overland Park, KS
• 2012-08-20 → 2014-10-22
  Independent Financial Partners
  Augusta, KS
• 2004-01-24 → 2013-06-12
  Lpl Financial Llc
  El Dorado, KS
  Derby, KS
  El Dorado, KS
  Augusta, KS
  Derby, KS

Other Businesses

"Self Type: Rental Property/Commercial Date: 10/01/21 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: I own the building and Edward Jones leases the space for my branch City-State: El Dorado KS" ** "Salt water disposal well Type: Salt water disposal Date: 01/01/14 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Disposal well is on my property. I have no working interest in the well. City-State: El Dorado KS" **

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1995-03-03

Other Names

• Drew Wilson