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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Home Products International
Loop Paper Recycling
Rock-Tenn (Formerly Smurfit-Stone Container)
David Maupin has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.