David Patrick John Tovey

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 06/2006 → 10/2022
  Edward Jones
  St. Louis, MO
• 10/2022 → Present
  Kestra Investment Services, Llc
  Alexandria, VA
• 10/2022 → Present
  Kestra Private Wealth Services, Llc
  Alexandria, VA

Previous Registrations

• 2007-05-01 → 2022-10-24
  Edward Jones
  Alexandria, VA
  St Louis, MO
  Springfield, VA

Other Businesses

Bus Name : BLUE SHAMROCK, INC POSITION: Owner NATURE: Pass-through entity INVESTMENT RELATED: No, # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2022 ADDRESS: 700 N. Fairfax St., Suite 240, Alexandria VA 22314 DESCRIPTION: Pass-through of income and expenses Bus Name : HF3 WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/19/2022 ADDRESS: 700 N. Fairfax St, Suite 240, Alexandria VA 22314 DESCRIPTION: Work with clients on financial planning and wealth management. Bus Name: HOLISTIPLAN POSITION: Financial Advisor NATURE: Tax software INVESTMENT RELATED: Yes, # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/19/2022 ADDRESS: 103 W Bellefonte Ave, Alexandria VA 22301, United States DESCRIPTION: Use with client meetings for tax planning and strategy. Bus Name: RUSSO OPERATIONAL CONSULTING GROUP POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No, # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 729 Magnolia Trails Lane, St. Peters MO 63376, United States DESCRIPTION: Provide guidance and oversight.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23

Designations

• Certified Financial Planner

Other Names

• David Patrick Tovey