Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
26yrs
David Johnson has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Bellevue, Washington. David joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. David’s designations include CFP® and ChFC.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 11% by experience at Edward Jones
Office1130 106th Ave N E, Bellevue, WA 98004
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact David
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for David. 1130 106th Ave N EBellevue, WA 98004Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Edward Jones at (314) 515-2000 and ask for David Johnson. David works from the Bellevue, WA office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 11% by experience at Edward Jones.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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