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Christopher Michael Davey

Investment adviser representative at Edward Jones
15 yearsExperience
2 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

15 years in the industry.

  1. Edward JonesSep 2025 to now
  2. Massmutual Life Insurance CoNov 2024 to Sep 2025
  3. MML Investors Services, LLCNov 2024 to Sep 2025
  4. Hornor, Towsend & Kent, LLCSep 2023 to Oct 2024
  5. Excel Wealth Management, LLCJan 2022 to Jul 2023
  6. LPL Financial LLCOct 2021 to Sep 2023
  7. Equity Services, Inc.Feb 2020 to Oct 2021
  8. National Life GroupFeb 2020 to Oct 2021
  9. Penn Mutual Life Insurance CompanyJul 2019 to Nov 2024
  10. Massmutual Life Insurance CoDec 2018 to Jan 2020
  11. MML Investors Services, LLCDec 2018 to Jan 2020
  12. Equity Services, Inc.Feb 2018 to Dec 2018
  13. Maffe Financial GroupJan 2018 to Dec 2018
  14. Pruco Securities, LLCSep 2011 to Jan 2018
  15. Prudential Insurance Company of AmericaSep 2011 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (CT, NH).

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
5981750
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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