David Flautt

Advisor at Edward Jones

Updated today

Location

Ashtabula, OH 44004

Credentials

Series 63

Industry experience

23 years

About

David Flautt is a financial advisor at Edward Jones in Ashtabula, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance General retirement planning Retirement withdrawal strategies Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

523 Lake Avenue

Ashtabula, OH 44004

Most active in

Ohio · Texas

Work history

Edward Jones

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan W

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Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jon G

Series 63

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Jon Glink is a financial advisor with LPL Financial and holds the Series 63 designation. He has 17 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Pelorus Financial Group. In addition to his advisory work, he is involved in insurance agency activities through Pelorus Financial Group and operates a non-variable insurance business. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and both advisory and brokerage solutions.

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David B

Series 63, Series 65

Madison, OH

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General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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