William E Mcdavid
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesMar 2026 to now
- Mechanicsburg HighschoolAug 2025 to Oct 2025
- Golf Club of DublinApr 2025 to Mar 2026
- Kinsale Golf and Fitness ClubOct 2023 to Apr 2025
- UnemployedMay 2023 to Oct 2023
- Student At Wittenberg UniversityAug 2019 to May 2023
- UnemployedMay 2019 to Aug 2019
- High School StudentAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8241270
- Firm CRD
- 250