David Wines, financial advisor Macomb IL
93 score

David Wines

CRD Number: 1361914
Current Firm: Edward Jones

David Wines (CRD# 1361914) is an Investment Advisor Representative working at Edward Jones in Macomb, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Midwestern Securities Trading Company, LLC East Peoria, IL Jan 2013 - Sep 2013 < 1
Real Estate Monmouth, IL Jan 2006 - Sep 2013 7
Midwest Bank Of Western Illinois Monmouth, IL Jun 2004 - Sep 2013 9
Non-varible Insurance Monmouth, IL Jan 2010 - Jan 2013 3
Raymond James Financial Services Advisors, Inc. Monmouth, IL Jan 2009 - Jan 2013 4
Raymond James Financial Services, Inc. Elmwood Park, IL Jun 2004 - Jan 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for David J. Wines
Phone Number: 314-515-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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