David EversonCRD Number: 6257528
Current Firm: Edward Jones
David Everson (CRD# 6257528) is an Investment Advisor Representative working at Edward Jones in Omaha, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Edward Jones||St Louis, MO||Jul 2014 - Current||3|
|United States Air Force||Lincoln, NE||May 2003 - Current||14|
|First Command Financial Planning, Inc.||Fort Worth, TX||Sep 2013 - Apr 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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)