Joseph DaviesCRD Number: 5461349
Current Firm: Edward Jones
Joseph Davies (CRD# 5461349) is an Investment Advisor Representative working at Edward Jones in Gardner, KS and has over 9 years of experience in the finance industry.
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
Cambridge Investment Research Advisors, Inc.
|Edward Jones||St Louis, MO||Dec 2007 - Current||9|
|Jb Hunt||Kansas City, MO||Mar 2007 - Nov 2007||< 1|
|Cip||Lincoln, NE||Jan 2007 - Mar 2007||< 1|
|Unemployed||Lincoln, NE||Sep 2006 - Jan 2007||< 1|
|Benchmark Biolabs, Inc.||Lincoln, NE||Jul 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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