Skip to content

David Tracy Foster

Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets

Are you David Tracy Foster? Claim your profile

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

11 years in the industry.

  1. Edward JonesFeb 2020 to now
  2. Self EmployedJan 2016 to now
  3. Guitar CenterApr 2019 to Aug 2019
  4. The Baldus CompanyAug 2018 to Jan 2020
  5. Ambassador EnterprisesApr 2015 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
7219892
Firm CRD
250
Advisor's SEC record (opens in a new tab)
CallContact this firm