David Halvorson
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesNov 2019 to now
- Morgan Stanley Private Bank, N.A.Sep 2018 to now
- Morgan StanleyJul 2018 to now
- Hemp Fibr Ltd.Mar 2018 to Jun 2018
- 1st PhormAug 2017 to Aug 2018
- Michigan State Student Investment FundAug 2017 to Jan 2018
- Flagstar BankMay 2017 to Aug 2017
- Bootcamp 30Feb 2017 to May 2017
- Michigan State UniversityAug 2014 to May 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6976417
- Firm CRD
- 250