David Ryan Burgett

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-10
OH	RA	APPROVED	2012-04-10

TX RA
APPROVED_RES

Since 2020-01-10
OH RA
APPROVED

Since 2012-04-10

Branch Locations

700 W Cherry St Suite A, Sunbury, OH 43074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	Saint Louis	MO	05/2010	Present

05/2010 → Present

Edward Jones

Saint Louis, MO

Other Businesses

Big Walnut Education Foundation Sunbury, OH Start date: 8/2/2024 Board Member Hours per week: 0 Hours during trading: 0 Give input on scholarship interviews and manage investment account for foundation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-07-09

S66 Uniform Combined State Law Examination

2010-07-09

Designations

Certified Financial Planner

Other Names

David Burgett
David Ryan Burgett

View on SEC IAPD