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David L

Series 63, Series 66

Council Bluffs, IA

Edward Jones

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive
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