Donald E Cheval
Investment adviser representative at Edward Jones
10 yearsExperience
15 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesOct 2022 to now
- Merrill Edge\bank of America N.A.Aug 2020 to Aug 2022
- Mariano'sMar 2020 to Jul 2021
- Gwfs Equities, Inc./empower RetirementAug 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 15 states (AL, AZ, CA, DE, FL, ID, IL, IN, LA, MO, NY, OH, SC, TX, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135020
- Firm CRD
- 250