David Nathanael Bell

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

• 07/2017 → Present
  Edward Jones
  St Louis, MO
• 05/2017 → 11/2017
  Price Cutter
  Marshfield, MO
• 02/2016 → 04/2017
  Mcdonalds
  Seymour, MO

Other Businesses

BELL LEGACY INVESTMENTS Type: LLC Date: 12/31/22 Title: OWNER Trad Hrs: 0 Tot Hrs: 0 Desc: NONE EXPLICITLY, ITS OUR FAMILY INVESTMENT ACCOUNT, it currently consists of stocks and mutual funds inside of an Edward Jones account City-State: MARSHFIELD MO"

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• David Bell