David R Slavic

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

• 05/2010 → 09/2025
  Slavic Mutual Funds Management Corp
  Boca Raton, FL
• 10/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2013-04-17 → 2025-09-09
  Slavic Mutual Funds Management Corp.
  Boca Raton, FL
• 2011-05-25 → 2011-12-31
  Slavic Mutual Funds Management Corp.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-12-09
• S65 Uniform Investment Adviser Law Examination
  2010-11-09

Other Names

• David Robert Slavic