David
Maupin

Edward Jones

CRD#6405928
Investment Advisor
in Hendersonville, NC

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About this Advisor

David Maupin is a financial advisor based in Hendersonville, North Carolina, who has been in the industry for 17 years. Maupin is currently employed by Edward Jones. Throughout their career, they have worked at Edward Jones, Agi-Shorewood Group, Home Products International, Loop Paper Recycling and Rock-Tenn (Formerly Smurfit-Stone Container). Maupin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Edward Jones is an advisory firm that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 14,439 locations and a total of 25,919 employees. It manages $423 billion in total assets between its 3,336,586 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,064 charitable organizations. Of its 3,336,586 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Edward Jones performs a broad array 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 fee schedules usually depend on the type of services provided. However, fees billed by Edward Jones can consist of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 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

1303 5Th Ave W Ste B
Hendersonville, NC 28739-4173

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC 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 Maupin Work History

David has 17 years of experience.

2014 - Present (7 years)

Edward Jones

2011 - 2014 (3 years)

Agi-Shorewood Group

2011 - 2011 (< 1 year)

Home Products International

2010 - 2011 (1 year)

Loop Paper Recycling

2003 - 2013 (10 years)

Rock-Tenn (Formerly Smurfit-Stone Container)

Disclosures

David Maupin 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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