David Doll
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
Hamburg, PA 19526-1233
Credentials
Series 63, Series 65
Industry experience
32 years
Expertise
Retirement income strategy
General estate planning guidance
Wealth management
Business ownership considerations
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Work history
Keystone Brokerage, Inc.
1996 - Present (30 years)
Kye Investor Services
1995 - Present (31 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.
Melissa V
Series 66
Orwigsburg, PA
Edward Jones
Robert E
Series 66
Pottsville, PA
Ameriprise
Dennis K
Series 66
Fleetwood, PA
Fidelity
Dennis Kelser is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2023 to 2025. His approach to financial planning emphasizes building lifelong partnerships with clients, focusing on understanding their individual definitions of financial independence and success through active listening. Dennis is committed to simplifying the complexities of finance to help clients work toward their long-term ambitions and meet their financial expectations. Outside of his professional work, he enjoys family activities, motorcycles, museums, and theater.
Jasten P
Series 66
Blandon, PA
Edward Jones
Taunia G
CFP®, Series 63
Schuylkill Haven, PA
Edward Jones
Frederick Y
CFA®, Series 63
Cressona, PA
Yuenling Asset Management
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