David Thead

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

• 09/2020 → 01/2023
  First Financial Northwest Bank
  Renton, WA
• 03/2020 → 09/2020
  Connected Impression - Self Employed
  Seattle, WA
• 10/2016 → 03/2020
  Global Ds Group
  Jupiter, FL
• 06/2016 → 10/2016
  Kimley Horn
  West Palm Beach, FL
• 07/2022 → 03/2024
  Lpl Financial Llc
  Renton, WA
• 01/2023 → 03/2024
  First Financial Northwest Bank
  Renton, WA
• 05/2023 → 03/2024
  Financial Advocates Investment Management
  Renton, WA
• 03/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-05-31 → 2024-03-04
  Financial Advocates Investment Management
  Olympia, WA
  Renton, WA
• 2023-05-01 → 2023-06-21
  Lpl Financial Llc
  Renton, WA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-27

Other Names

• David Rawls Thead
• David Rawls Thead