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David Wesley Hart

Edward Jones

Wayland, MI

CRD 3200137

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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_RES 2018-12-07
MI RA APPROVED 2010-08-18
  • TX RA
    APPROVED_RES
    Since 2018-12-07
  • MI RA
    APPROVED
    Since 2010-08-18

Branch Locations

705 West Superior St, Wayland, MI 49348 • 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 01/2002 Present
Other Businesses

"Byron Center Bible Church Byron Center, MI Start date: 2/16/2015 Elder- Member of Elder Board Oversee the governance and operations of the church" "Byron Center Bible Church Byron Center, MI Start date: 5/4/2014 Member of Finance Subcommittee Prepare draft of annual budget for ultimate approval by church board"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-23
S63 Uniform Securities Agent State Law Examination 1999-12-08
  • S66 Uniform Combined State Law Examination
    2010-06-23
  • S63 Uniform Securities Agent State Law Examination
    1999-12-08
Other Names
  • David Wesley Hart

View on SEC IAPD

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