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David J

CFP®, ChFC®, Series 63, Series 66

Bellevue, WA

Edward Jones

David Johnson is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones in Bellevue, WA since 2000. Outside of his advisory role, he co-owns a commercial rental property in Bellevue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of more than 23,000 advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Religious/faith focused Values-based investing
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