David J. Jones

YOUSIF CAPITAL MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 5785526

Professional summary

David James Jones, who also goes by Dave Jones, David Jones, is a registered financial advisor currently at YOUSIF CAPITAL MANAGEMENT, LLC located in Bloomfield Hills, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Jones | David Jones

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2021 - Present

YOUSIF CAPITAL MANAGEMENT, LLC

Office #1: 39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304

RIA

CRD#: 312511

Bloomfield Hills, MI

Past

November 19, 2014 - April 1, 2021

LSIA

RIA

CRD#: 146829

BLOOMFIELD HILLS, MI

Past

June 29, 2011 - July 9, 2014

WORLD ASSET MANAGEMENT, INC.

RIA

CRD#: 142108

BIRMINGHAM, MI

Past

October 8, 2010 - July 1, 2011

COMERICA SECURITIES

RIA

CRD#: 17079

BIRMINGHAM, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YOUSIF CAPITAL MANAGEMENT, LLC

CRD#: 312511 / SEC#: 801-120350

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2010

Uniform Investment Adviser Law Examination

Current Firm

YOUSIF CAPITAL MANAGEMENT, LLC

CRD#: 312511 / SEC#: 801-120350

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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Contact information

Main Address

39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 792-6634

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YOUSIF CAPITAL MANAGEMENT, LLC FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 13,980,856,258

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUSIF CAPITAL MANAGEMENT, LLC

LSIA

WORLD ASSET MANAGEMENT, INC.

COMERICA SECURITIES

Primary Firm SEC Registration

YOUSIF CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2010

Current Firm

YOUSIF CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YOUSIF CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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