Financial Advisors · profile
Edward Jones - Financial Advisor: David S Peterson, CFP®
Financial Advisors · San Diego, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Service delivery model | Only on listings | 0 | edwardjones.comSelf-published mapquest.comAggregated us.centralindex.comAggregated |
1 fact·3 sources·0 contested·1 not confirmed
03
What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Advisor edwardjones.comSelf-published
- Category financial services firm edwardjones.comSelf-published
- Who they work with Individual investors & DIY edwardjones.comSelf-published
- Registration Registered broker-dealer and investment adviser edwardjones.comSelf-published
- Service delivery model hybrid edwardjones.comSelf-published
- Services Capital-Markets edwardjones.comSelf-published
- Services Education-Savings edwardjones.comSelf-published
- Services Estate & legacy planning edwardjones.comSelf-published
- Services Financial services edwardjones.comSelf-published
- Services Fixed-Income edwardjones.comSelf-published
- Services Insurance & risk planning edwardjones.comSelf-published
- Services Investment management edwardjones.comSelf-published
- Services personal financial advice edwardjones.comSelf-published
- Services Retirement planning edwardjones.comSelf-published
- Services Small-Business-Owner-Finances edwardjones.comSelf-published
- Services Wealth management edwardjones.comSelf-published
- Years in practice 100 years edwardjones.comSelf-published
- Years in practice 100-year old edwardjones.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
04
Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- san diego, causa.beautihost.comAggregatednextdoor.comAggregatededwardjones.comSelf-publishedmapquest.comAggregated
- Established in
- 1922edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
- Years in practice
- 100 years · 100-year oldedwardjones.comSelf-publishededwardjones.comSelf-published
- Registration
- Registered broker-dealer and investment adviseredwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
- Professional certifications
- CFP · CFP®, CRPC™us.centralindex.comAggregatedusa.beautihost.comAggregatedyellowpages.comAggregatedga.maptons.comIndependent editorialdexknows.comAggregatedmapquest.comAggregatedmapquest.comAggregated
- Services
- Financial services, wealth management, investing, retirement planning, education savings, insurance, fixed income, capital markets, legacy planning, small business owner finances · retirement planning, education savings, and tax-efficient investment strategies · personal financial advice · retirement planning, education savings, and tax-efficient strategiesedwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishedus.centralindex.comAggregatededwardjones.comSelf-publisheddexknows.comAggregated
- Who they work with
- individual investorsedwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
05
Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
Edward Jones is a 100-year old full-service, financial services firm that is built for today.
America’s Consumer Lawyer
Our services include retirement planning, education savings, and tax-efficient investment strategies.
edward jones financial advisor: david s peterson cfp® ca
2025 Fortune Best Workplaces for Women, published October 2025, research by Great Place to Work, data as of August 2024.
Edward Jones - Financial Advisor: David S Peterson, CFP®, 12750 Carmel Country Rd Ste 208, United States, carte de localisation, financial consultant, investment service, stock broker
Edward Jones' U.S. financial advisors
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies.
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Every source, every date
Where every fact comes from
We read 108 mentions across the web and boiled them down to 44 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Accolade | 2025 fortune best workplaces for women | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2025 fortune best workplaces in financial services & insurance | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2025 people companies that care | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2025 u.s. chamber of commerce foundation corporate citizen award | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2026 fortune 100 best companies to work for | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2026 fortune world’s most admired companies | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | 2026 training magazine apex awards | careers.edwardjones.comIndependent editorial | Verified | |
| Accolade | century award | linkedin.comSelf-published social | Verified | |
| Accolade | https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/2023-corporate-equality-score · 5 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | From page metadata | |
| Accolade | https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/2023-fortune-500-ranking · 5 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | From page metadata | |
| Accolade | https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/admired-companies-2024 · 5 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | From page metadata | |
| Accolade | https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/exceptional-training-program-2023 · 5 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | From page metadata | |
| Accolade | ted jones prospecting award | linkedin.comSelf-published social | Verified | |
| Category | Bank/Financial Services | nextdoor.comAggregated | Verified | |
| Category | Consumer Lawyer | agrusslawfirm.comIndependent editorial | Verified | |
| Category | Financial Advising | yelp.comAggregated | Verified | |
| Category | financial advisor · 6 sources | usa.beautihost.comAggregatedyelp.comAggregatedyelp.comAggregatednextdoor.comAggregatededwardjones.comSelf-publishedmapquest.comAggregated | Verified | |
| Category | financial advisors | accountaccess.edwardjones.comIndependent editorial | Verified | |
| Category | financial consultant | ga.maptons.comIndependent editorial | Verified | |
| Category | Financial Services · 3 sources | yelp.comAggregatedyelp.comAggregatedyelp.comAggregated | Verified | |
| Category | financial services firm | edwardjones.comSelf-published | Verified | |
| Category | http://schema.org/LocalBusiness | dexknows.comAggregated | From page metadata | |
| Category | investment service | ga.maptons.comIndependent editorial | Verified | |
| Category | stock broker | ga.maptons.comIndependent editorial | Verified | |
| Established in | 1922 · 5 sources · 7 mentions | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | From page metadata | |
| Founded by | edward d. jones, sr. · 5 sources · 9 mentions | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | Verified | |
| Main location | ca · 5 sources | yellowpages.comAggregatedyelp.comAggregatedyelp.comAggregateddexknows.comAggregatedmapquest.comAggregated | From page metadata | |
| Main location | san diego, ca · 4 sources | usa.beautihost.comAggregatednextdoor.comAggregatededwardjones.comSelf-publishedmapquest.comAggregated | Verified | |
| Main location | st. louis, mo · 4 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | Verified | |
| Main location | us · 5 sources | yellowpages.comAggregatedga.maptons.comIndependent editorialedwardjones.comSelf-publisheddexknows.comAggregatedmapquest.comAggregated | From page metadata | |
| Professional certifications | CFP · 6 sources | us.centralindex.comAggregatedusa.beautihost.comAggregatedyellowpages.comAggregatedga.maptons.comIndependent editorialdexknows.comAggregatedmapquest.comAggregated | Verified | |
| Professional certifications | CFP®, CRPC™ | mapquest.comAggregated | Verified | |
| Registration | Registered broker-dealer and investment adviser · 4 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | Verified | |
| Service delivery model | face-to-face consultations | us.centralindex.comAggregated | Verified | |
| Service delivery model | hybrid | edwardjones.comSelf-published | Corrected | |
| Service delivery model | in-person | mapquest.comAggregated | Verified | |
| Services | Financial services, wealth management, investing, retirement planning, education savings, insurance, fixed income, capital markets, legacy planning, small business owner finances · 4 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | Verified | |
| Services | personal financial advice | edwardjones.comSelf-published | Verified | |
| Services | retirement planning, education savings, and tax-efficient investment strategies | us.centralindex.comAggregated | Verified | |
| Services | retirement planning, education savings, and tax-efficient strategies | dexknows.comAggregated | Verified | |
| Services | retirement planning, education savings, tax-efficient investment strategies | mapquest.comAggregated | Verified | |
| Who they work with | individual investors · 3 sources | edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published | Verified | |
| Years in practice | 100 years | edwardjones.comSelf-published | Verified | |
| Years in practice | 100-year old | edwardjones.comSelf-published | Verified |
How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code
07
Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
1 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: edwardjones.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelOnly on a listing site Only on a listing site
09
How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Independent editorial
Sources consulted
Profile · edward-jones-financial-advisor-david-s-peterson-cfp-15b6e08c96ab4f8a8a2aac0c96913a3d
Category · Financial Advisors
Published by Authoria