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Advisors / Connecticut / Avon
21yrs

David Ivanoudis

Financial advisor at Edward Jones

David Ivanoudis has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Avon, Connecticut. David joined Edward Jones in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 70 advisors with offices in Avon, and one of 61 fiduciaries.

Avon, CT 06001Top 20% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2006)
How that compares ?Top 20% by experience at Edward Jones
Office1 Darling Dr Suite 5, Avon, CT 06001
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
    Edward JonesCurrent firm

Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 David’s local office at (860) 419-0312 or the Edward Jones main office at (314) 515-2000, and ask for David Ivanoudis.

How long has David been a financial advisor?

David has been in the industry since 2006, about 21 years. Top 20% 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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