David Lavelle, financial advisor Cleveland Heights OH

David Lavelle

CRD Number: 2386775
Current Firm: Edward Jones

David Lavelle (CRD# 2386775) is an Investment Advisor Representative working at Edward Jones in Cleveland Heights, OH and has over 29 years of experience in the finance industry. David Lavelle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward D. Jones & Company Westlake, OH Jul 1993 - Current 30
Edward D. Jones & Company, LP Cleveland Heights, OH Jul 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
Contact Info for David H. Lavelle
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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