David
Rosulek

Edward Jones

CRD#4355309
Investment Advisor
in Missoula, MT

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About this Advisor

David Rosulek is a financial advisor who works in Missoula, Montana, with 19 years in the industry. Rosulek is on the advisory team at Edward Jones. They have spent the entirety of their career at Edward Jones. Rosulek maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Montana and Texas. Edward Jones is an advisory company that has its headquarters in Missoula, Montana. The company has offices in 14,439 locations and a total of 25,919 employees. It has $423 billion in total assets among its 3,336,586 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 1,064 charitable organizations. Of its 3,336,586 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Edward Jones has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which service is provided. However, fees billed by Edward Jones most likely consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

1701 Brooks St
Missoula, MT 59801-5772

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

MT Average: $11,469,110,461
Total Number of Employees

25,919

MT Average: 458
Total Number of Accounts

3,336,586

MT Average: 33,415
Average Account Size

$126,847

MT Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Rosulek Work History

David has 19 years of experience.

2001 - Present (20 years)

Edward Jones

Disclosures

David Rosulek has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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