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
Years of Experience
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Edward Jones Brokerage Details
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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.
David Rosulek has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones