David Loomis
Financial advisor at Edward Jones · Berthoud, CO
Last updated 2026-10-10
Claim your profileDavid Loomis is a financial advisor at Edward Jones in Berthoud, CO, CRD 7121036. Licenses and exams on the registration: Series 66. IAPD registration began 2019-08-06.
Registration
- CRD number
- 7121036
- Registration status
- Active
- IAPD registration
- 2019-08-06
- Industry Experience
- 7 years
- Work Experience
- 18 years
- States registered
- CO, TX
Licenses and exams
- Series 66
Work history
- 2019-06 to Present · Edward Jones · St. Louis, MO
- 2008-10 to 2019-03 · Digitalglobe, Inc · Longmont, CO
- 2014-10 to 2019-03 · Maxar, Inc · Westminster, CO
- 2019-03 to 2019-05 · Unemployed · Loveland, CO
Current employment
- Edward Jones · St. Louis, MO
Edward Jones
- Regulatory AUM
- $1,013,608,323,988
- Registered advisors
- 24,147
- Offices
- 15,412
- Clients per advisor
- 168.5 (High)
- Average AUM per client
- $249.1K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Edward Jones: advisors, services and reported ETF investments
About
David Loomis is a financial advisor at Edward Jones in Berthoud, CO. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 18 years of reported work history. Reported roles include Unemployed, Maxar, Inc, Digitalglobe, Inc.
SEC disclosures list additional business and community activities: "zumo Llc Dba Intajuice Loveland Type: Restaurant Date: 11/01/08 Title: Co-Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I Have No Day-To-Day Responsibilities: Occasionally, i will help install/move equipment for the store, but this is rare; My wife and i are silent minority owners city-state: loveland co".
Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Edward Jones on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
Location
807 Mountain Ave Suite 201, Berthoud, CO 80513-1368
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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