portrait of David P Jones

About David

Serving in the US Navy for 21 years, I remember early in my career that I had a young Sailor that was so excited, because he was buying his first car. Then, a month passed and the excitement in his eyes was gone and the car sat in the same parking spot day after day. I pulled him aside one day and asked him about what was going on. He finally told me that he could afford the payment but not the insurance or gas for the car. Sitting down and looking deeper, he was paying over 20 percent in...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Military Professionals & Veterans

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Western New EnglandMaster of Business Admin
  • Montana State Univ-BillingsBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sailing
  • Scuba Diving
  • History and Museums

Team Members

  • Amy Palerino
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More