David Boerio
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesOct 2020 to now
- Bancwest Investment Services, IncDec 2016 to Oct 2020
- Bank of the WestDec 2016 to Oct 2020
- Bank of America, N.A.Jun 2014 to Dec 2016
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedOct 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6266005
- Firm CRD
- 250