David Antonio Alvarez
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered 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.
- Edward JonesMay 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to May 2023
- CfbisdJan 2021 to Mar 2022
- Bank of AmericaJun 2020 to Aug 2020
- Riddle and BloomAug 2019 to Mar 2020
- Ashco ExteriorsJun 2019 to Aug 2019
- Rally HouseDec 2018 to Jan 2019
- Texas A&m UniversityAug 2018 to May 2021
- Farmers Branch Aquatic CenterMay 2018 to Aug 2018
- Mercedes In AustinMar 2018 to Apr 2018
- St. Edwards UniversityAug 2017 to May 2018
- Farmers Branch Aquatic CenterMay 2017 to Aug 2017
- Coyote Ridge Golf CourseAug 2016 to Nov 2016
- UnemployedMay 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7261361
- Firm CRD
- 250