David Eger

Advisor at Edward Jones

Updated today

Location

Trafalgar, IN 46181-9703

Credentials

Series 66

Industry experience

7 years

About

David Eger is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Cellular Sales, WT Boone, and Word of Life Fellowship. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

706 W Trafalgar Pointe Way, Suite C

Trafalgar, IN 46181-9703

Most active in

Indiana · Texas

Work history

Edward Jones

2018 - Present (8 years)

Cellular Sales

2016 - 2018 (2 years)

Gospel Grove Church

2016 - 2016 (1 year)

WT Boone

2016 - 2018 (2 years)

Word of Life Fellowship

1989 - 2016 (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy Tax strategies for small businesses Options & derivatives strategies
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Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
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Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
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