David Hart
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
Wayland, MI 49348
Credentials
Series 63, Series 66
Industry experience
26 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2002 - Present (24 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Allegan, MI
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Ryan T
CFP®, Series 66
Hudsonville, MI
Edward Jones
Justin G
CFP®, Series 63, Series 66
Byron Center, MI
Edward Jones
Gary B
Series 66
Allegan, MI
Edward Jones
Eric B
Series 66
Middleville, MI
Edward Jones
Brian R
Series 66
Caledonia, MI
Fidelity
Brian Revis is a Financial Consultant currently working with Fidelity Investments since 2023. In this role, he partners with clients to ensure their financial plans are customized to meet their unique needs, emphasizing reliability, competency, and trust in client relationships. Prior to his current position, Brian held several roles at Charles Schwab, including Vice President - Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Broker from 2019 to 2021. Before joining Charles Schwab, he worked as a Broker Management Associate at Jackson National from 2016 to 2019.
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