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David Jones Gilson

Brandes Investment Partners, LP

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About David Jones Gilson

David Gilson is an Investment Advisor Representative with Brandes Investment Partners, LP, a registered investment adviser. David has been in the industry for over 20 years and has experience in providing investment advice to individuals, families, and institutions. David holds the Series 7, 63, and 65 licenses and is a CFA charterholder. David specializes in providing investment advice and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

David Gilson is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Gilson’s Registration & Firm History

CA

01/10/2003 - Present

Brandes Investment Partners, LP (La Jolla CA)

NY

10/01/1998 - 10/30/1998

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

09/24/1997 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jones Gilson.
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