David Winand
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
Mount Gilead, OH 43338-9007
Credentials
Series 66
Industry experience
6 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
ESG / Sustainable investing
Demographic focus
Values-based investing
Religious/faith focused
Work history
Edward Jones
2020 - Present (6 years)
NetJets Inc.
2005 - 2020 (15 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.
Jacob B
CFP®, Series 66
Mount Vernon, OH
Edward Jones
Justin P
Series 66
Marengo, OH
Fidelity
Justin Parisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has 16 years of experience in the financial services industry, working with a diverse client base including families, non-profits, endowments, and corporations. Throughout his career, he has held roles such as Senior Financial Consultant for high net worth families and endowments at Manning & Napier Advisors, Senior Financial Consultant at TD Ameritrade, and Regional Internal Consultant for retirement plans at Mutual of Omaha and Nationwide Financial. Justin's experience encompasses complex financial situations requiring customized approaches. Outside of his professional responsibilities, he enjoys boating, camping, cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.
James H
Series 63
Bellville, OH
Edward Jones
Mitchell R
Series 66
Bellville, OH
Edward Jones
Sara M
Series 66
Mt Vernon, OH
Edward Jones
Tristan J
CFP®, Series 66
Mount Gilead, OH
Edward Jones
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