David MilfordCRD Number: 7113747
Current Firm: Edward Jones
David Milford (CRD# 7113747) is an Investment Advisor Representative working at Edward Jones in Princeton, NJ and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Eisneramper Wealth Management & Corporate Benefits, LLC
|Edward Jones||St. Louis, MO||Jul 2019 - Current||3|
|Novartis||Princeton, NJ||Sep 2015 - Jul 2019||3|
|Johnson & Johnson||Somerville, NJ||May 2005 - Sep 2015||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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