David Paul Bartsokas
Also appears in the source record as: Bart Bartsokas; Dave Bartsokas
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 66Series 63Series 8SIESeries 7
- Registered states (51)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 41
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (10)
From the source registration record · current first
-
Jun 6, 2011 → present
-
start not retrieved → present
-
Prudential Investment Management Services LLCBD capacityMar 20, 2001 → Apr 24, 2002
-
Pilgrim Securities, Inc.BD capacityJul 12, 1999 → Feb 28, 2000
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Edward D. Jones & Co., L.P.BD capacityFeb 17, 1999 → Jul 6, 1999
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Cova Life Sales CompanyBD capacitySep 15, 1997 → Aug 4, 1998
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Colonial Investment Services, Inc.BD capacityApr 24, 1995 → Aug 1, 1997
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Stifel, Nicolaus & Company, IncorporatedBD capacityJun 30, 1992 → Dec 15, 1994
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Advest, Inc.BD capacityMay 2, 1990 → Jun 25, 1992
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A. G. Edwards & Sons, Inc.BD capacityJun 19, 1985 → Apr 12, 1990
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.