David Duane George

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

• 10/2017 → Present
  Edward Jones
  St Louis, MO
• 04/2007 → 10/2017
  Two Rivers Bank & Trust
  Mount Pleasant, IA
• 07/2008 → 08/2017
  Mount Pleasant Municipal Utilities
  Mount Pleasant, IA

Other Businesses

Residential Rental Properties Mount Pleasant, IA Start date: 5/1/2001 Owner Hours per week: 2 Hours during trading: 0 Desc: I own the commercial building where my Edward Jones office is located and lease the front of the building to Aspelmeier Law Firm. I also own rental houses that are used for rental / investment property.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29

Designations

• Certified Financial Planner