David Prestwich Jones
Investment adviser representative at Bailard, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.6BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Bailard, Inc.May 2020 to now
- University of Texas At AustinApr 2018 to May 2020
- Self EmployedJul 2017 to Apr 2018
- Bank of America, N.A.Apr 2015 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 6410949
- Firm CRD
- 110550