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David Navia

Edward Jones

Richmond, TX

CRD 7837879

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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 2024-02-13
  • TX RA
    APPROVED
    Since 2024-02-13

Branch Locations

503 Fm 359 Rd Suite 140, Richmond, TX 77406 • 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 12/2023 Present
Chipotle Houston TX 05/2016 10/2016
Houston Certified Diamonds Katy TX 10/2016 01/2022
Bestbuy Katy TX 11/2017 06/2021
Verizon Houston TX 06/2021 06/2022
The Cellar Door Katy TX 08/2022 12/2023
  • 12/2023 → Present
    Edward Jones
    St Louis, MO
  • 05/2016 → 10/2016
    Chipotle
    Houston, TX
  • 10/2016 → 01/2022
    Houston Certified Diamonds
    Katy, TX
  • 11/2017 → 06/2021
    Bestbuy
    Katy, TX
  • 06/2021 → 06/2022
    Verizon
    Houston, TX
  • 08/2022 → 12/2023
    The Cellar Door
    Katy, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07

View on SEC IAPD

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