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CFP

David Martinez

Edward Jones
20 Years of Experience
St. Louis, MO
Broker
View SEC Summary
View SEC Summary

David Martinez is a CFP-designated registered investment advisor at Edward Jones, based in St. Louis, MO, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Edward JonesBroker
June 2025 - Present · 1 yr 4 mos
Edward Jones
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
May 2020 - April 2025 · 4 yrs 11 mos
Charles Schwab & CO., INC.
May 2020 - April 2025 · 4 yrs 11 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
February 2016 - May 2020 · 4 yrs 3 mos
USAA Financial Planning Services
February 2016 - January 2018 · 1 yr 11 mos
Tiaa-Cref Advice and Planning Services
September 2014 - November 2015 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2014 - November 2015 · 1 yr 2 mos
USAA Financial Planning Services
May 2011 - September 2014 · 3 yrs 4 mos
USAA Financial Advisors, INC.Broker
May 2011 - September 2014 · 3 yrs 4 mos
Strategic Advisers, INC.
December 2010 - April 2011 · 4 mos
Fidelity Brokerage Services LLCBroker
January 2008 - April 2011 · 3 yrs 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2007 - January 2008 · 3 mos
VALIC Financial Advisors, INC.
February 2006 - October 2007 · 1 yr 8 mos
VALIC Financial Advisors, INC.Broker
October 2005 - October 2007 · 2 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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