David Oesch
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Chattanooga, TN 37405
Credentials
CFP®, Series 66
Industry experience
12 years
Expertise
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Work history
Edward Jones
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Roland M
CFP®, ChFC®
Chattanooga, TN
Mountaintop Wealth
We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
Derrick A
CFP®, Series 63, Series 66
Hixson, TN
Edward Jones
Joshua S
Series 66
Chattanooga, TN
Edward Jones
Ian E
CFP®, Series 66
Hixson, TN
Edward Jones
Beth L
CFP®, Series 66
Chattanooga, TN
Edward Jones
Paras S
Series 66
Ringgold, GA
Edward Jones
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