David Martinez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (6)

SIESeries 7Series 6Series 66Series 65Series 63

Registered states (52)

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 · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

20

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (15)

From the source registration record · current first

• Edward JonesCurrent

  Dallas, TX · BC capacity
  start not retrieved → present
• Edward JonesCurrent

  Dallas, TX · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  Dallas, TX · IA capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.

  Westlake, TX · IA capacity
  May 23, 2020 → Apr 9, 2025
• Charles Schwab & Co., Inc.

  Westlake, TX · BC capacity
  May 23, 2020 → Apr 9, 2025
• Usaa Investment Management Company

  San Antonio, TX · IA capacity
  Jan 8, 2018 → May 24, 2020
• Usaa Financial Advisors, Inc.

  Addison, TX · BC capacity
  Feb 4, 2016 → May 24, 2020
• Usaa Financial Planning Services

  Addison, TX · IA capacity
  Feb 4, 2016 → Jan 8, 2018
• Tiaa-Cref Advice And Planning Services

  Tucson, AZ · IA capacity
  Sep 26, 2014 → Nov 25, 2015
• Tiaa-Cref Individual & Institutional Services, LLC

  Tucson, AZ · BC capacity
  Sep 26, 2014 → Nov 25, 2015
• Strategic Advisers, Inc.

  Westlake, TX · IA capacity
  Dec 20, 2010 → Apr 19, 2011
• Fidelity Brokerage Services LLC

  Westlake, TX · BC capacity
  Jan 1, 2008 → Apr 18, 2011
• Fidelity Investments Institutional Services Company, Inc.

  Cary, NC · BC capacity
  Oct 29, 2007 → Jan 1, 2008
• Valic Financial Advisors, Inc.

  Albuquerque, NM · IA capacity
  Feb 14, 2006 → Oct 1, 2007
• Valic Financial Advisors, Inc.

  Albuquerque, NM · BC capacity
  Oct 24, 2005 → Oct 1, 2007

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.