David James Jones

Employer firm

Yousif Capital Management, LLC CRD 312511

$14.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2021
  Ls Investment Advisors, Llc
  Bloomfield Hills, MI
• 04/2021 → Present
  Yousif Capital Management, Llc
  Bloomfield Hills, MI

Previous Registrations

• 2014-11-19 → 2021-04-01
  Lsia
  Bloomfield Hills, MI
• 2011-06-29 → 2014-07-09
  World Asset Management, Inc.
  Detroit, MI
• 2010-10-08 → 2011-07-01
  Comerica Securities
  Birmingham, MI
  Detroit, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-27

Other Names

• David Jones
• Dave Jones