David MertensCRD Number: 2020834
Current Firm: Edward Jones
David Mertens (CRD# 2020834) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St Louis, MO||Apr 2010 - Current||7|
|Stifel, Nicolaus & Company, Incorporated||Clayton, MO||Jun 1999 - Apr 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
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)