David Patrick Tabor

Advisor at Edward Jones — Greenville, IL

Updated today

Credentials

Series 66

Experience

19 years

Location

Greenville, IL 62246

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

David Tabor is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

See office

Greenville, IL

204 South Third

Greenville IL 62246

Advisors at this office

1

Most active in

Illinois · Texas

Work history

19 years of industry experience

Edward Jones

2008 - Present • 18 years

St Louis, MO

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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Grant F

Series 65

Highland, IL

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Grant Fridley is a Series 65-licensed advisor at Powers Advisory Group, LLC with one year of industry experience. Prior to joining Powers Advisory Group, he spent three years at McKendree University and seven years at Wesclin CUSD3. Powers Advisory Group advises individuals, including high-net-worth clients, as well as corporations and employee benefit plans. The firm employs an ETF-based, asset-allocation investment approach focusing on quality securities and income growth, combining fundamental and technical analysis alongside financial planning and pension consulting.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a Series 65-licensed advisor at Powers Advisory Group, LLC with two years of industry experience. He has been involved with Powers Advisory Group since 2023 and has additional business experience as the owner of a child care company and a real estate investment company. Prior to Powers Advisory Group, he was associated with Siblings & Company LLC and operated Rutz Group II DBA Popeye's Chop House. Powers Advisory Group serves individuals, including high-net-worth clients, as well as corporations and employee benefit plans by offering discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on ETF-based, asset-allocation portfolios emphasizing quality securities, current income, and dividend reinvestment.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Matthew P

Series 63, Series 65

Highland, IL

Powers Advisory Group, LLC

Matthew Powers is a financial advisor with Powers Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has led Powers Advisory Group since 2014. Powers Advisory Group serves individuals, including high-net-worth clients, along with corporations and employee benefit plans. The firm focuses on ETF-based, asset-allocation portfolios emphasizing quality securities and income growth, and combines pension consulting, participant account management, and financial planning through a four-advisor team managing approximately $329.5 million in discretionary assets.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Richard R

Series 66, Series 65

Highland, IL

Powers Advisory Group, LLC

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Commerce Bank and Stifel Nicolaus. Powers Advisory Group serves individuals, high-net-worth clients, corporations, and employee benefit plans by providing discretionary investment management, financial planning, and pension consulting. The firm uses an ETF-based, asset-allocation approach focusing on quality securities, current income, and dividend reinvestment, combining fundamental and technical analysis with periodic rebalancing.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Michael M

Series 65

Greenville, IL

Values First Advisors, Inc.

Michael Mitchell is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked in product management for Eurofins Pharma Discovery Services since 2016, focusing on pharmaceutical drug safety and efficacy. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million across seven advisors, applying Biblically Responsible Investing principles through long-term equity and fixed-income strategies with a range of investment vehicles and fiduciary services.

Religious/faith focused
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Donald P

ChFC®, Series 63, Series 65

Highland, IL

M HOLDINGS SECURITIES, Inc.

Donald Portell is a financial advisor at M HOLDINGS SECURITIES, Inc. with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Portell Financial Services and DBP Wealth Advisory Group, where he currently serves as Principal. Outside of his advisory work, he is a member of the Board of Directors for the Highland Country Club. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and annual client reviews.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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