David J Mason

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
• 12/2016 → 07/2017
  Unemployed
  Fitchburg, MA
• 06/2013 → 12/2016
  E.T. & L. Corp
  Stow, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-09-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• David Jeffrey Mason