Role at Edward D. Jones & Co.
- Title on Schedule A
- Head of Wealth Management & Field Management
- Control
- David Chubak is a control person of Edward D. Jones & Co..
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- David Chubak has held the filed role since September 2022.
The firm
Form ADV filed 25 September 2026
Career on record
David Chubak has been registered through Edward D. Jones & Co. since July 2024.
- Passed Series 66 · 2024
- Passed SIE, Series 7TO and Series 24 · 2022
Registrations and exams
David Chubak has a current investment-adviser registration in Georgia, Indiana, Missouri, New York and Texas and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 13 March 2026 |
| Indiana | Investment adviser representative | Approved | 23 June 2025 |
| Missouri | Investment adviser representative | Approved | 10 July 2024 |
| New York | Investment adviser representative | Approved | 10 July 2024 |
| Texas | Investment adviser representative | Approved | 2 March 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 July 2024 |
| Series 24 | General Securities Principal Examination | 15 August 2022 |
| Series 7TO | General Securities Representative Examination | 13 May 2022 |
| SIE | Securities Industry Essentials Examination | 24 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
Individual record
- Full name
- David Chubak
- CRD
- 3254042
- Registration status
- Investment adviser and broker registrations
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does David Chubak work?
David Chubak has been Head of Wealth Management & Field Management of Edward D. Jones & Co., L.P. since September 2022, and is a control person of the firm.
Is David Chubak a financial advisor?
Yes. David Chubak has a current investment-adviser registration in Georgia, Indiana, Missouri, New York and Texas, through Edward D. Jones & Co. since July 2024, as of 17 October 2026.
How many years of experience does David Chubak have?
David Chubak has worked in the financial industry for 4 years as of 17 October 2026, counted from 12 May 2022, across 1 adviser firm.
What exams has David Chubak passed?
David Chubak has passed 4 licensing exams: the SIE, Series 7TO, Series 24 and Series 66. The earliest, the SIE, was passed in February 2022.
Leadership at Edward D. Jones & Co.
- Penelope PenningtonChief Executive Officer
- Andrew Timothy MiedlerChief Financial Officer
- Kristin Michele JohnsonChief Operating Officer
- Jennifer A GregoChief Compliance Officer - Broker/Dealer
- Elizabeth E O'HanlonChief Compliance Officer - Investment Advisor
- Keir Devon GumbsChief Legal Officer
- David Alexander GunnHead of U.S. Business Unit
- Joseph Lawrence KlockeCo-Head of Supervision
- Todd Judson PurdyHead of Operations
- Casey John WhalleyCo-Head of Supervision