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David Keith

Edward Jones

Chattanooga, TN

CRD 7677024

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-26
TN RA APPROVED 2023-06-07
GA RA APPROVED 2023-03-24
  • TX RA
    APPROVED
    Since 2024-01-26
  • TN RA
    APPROVED
    Since 2023-06-07
  • GA RA
    APPROVED
    Since 2023-03-24

Branch Locations

5959 Shallowford Rd Suite 207, Chattanooga, TN 37421 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2023 Present
Whitfield County Schools Dalton GA 07/2011 06/2022
Creative Arts Guild Dalton GA 11/2016 Present
  • 01/2023 → Present
    St Louis, MO
  • 07/2011 → 06/2022
    Whitfield County Schools
    Dalton, GA
  • 11/2016 → Present
    Creative Arts Guild
    Dalton, GA
Other Businesses

Creative Arts Guild Type of business: community performing arts Dalton, GA Start date: 11/20/2016 musician Hours per week: 1 Hours during trading: 0 Desc: I perform with this community orchestra twice per year.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
  • S66 Uniform Combined State Law Examination
    2023-03-21
Other Names
  • David Andrew Keith

View on SEC IAPD

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