David Peterson

Role: Financial Advisor at Edward Jones
Location: San Diego County, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David Peterson

Edward Jones Financial Advisor CFP® located in Carmel Valley, San…

Experience

Financial Advisor
Edward Jones
Oct 2010 — Present
San Diego Financial Advisor located in Carmel Valley 12750 Carmel Country Rd. San Diego, CA 92••••••••10

Skills

Bonds
Retirement Income Strategies
Sep Ira
Annuities
Portfolio Strategies
Finance
Iras
Fixed Annuities
Asset Allocation
Tax-Advantaged Investments
Stocks
Savings
Traditional Ira
Ira's
529 Plans
Retirement
Strategic Planning
Annuity
401k Options
401(K) Retirement Savings Plans
Retirement Planning
Mutual Funds
Roth Ira
Financial Advisory
Wealth Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
d••••••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••07

Unlock verified contacts

Free to start · No credit card required

Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.