Lee
Donaldson

Edward Jones

CRD#7135567
Investment Advisor
in Madison, AL

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About this Advisor

Lee Donaldson is a financial advisor working out of Madison, Alabama, who has been in the industry for 11 years. Donaldson works at Edward Jones. During their career, the advisor has held roles at Edward Jones, Us Navy - Air War College, Us Navy - Coastal Riverine Group Two Detachment Bahrain and Us Navy - Navy Recruiting District Chicago. Donaldson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama and Texas. Edward Jones is an advisory business operating out of Madison, Alabama. The firm has offices in 14,439 locations and a total of 25,919 advisors. It manages $423 billion in assets under management among its 3,336,586 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Edward Jones provides a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services offered. However, fees charged by Edward Jones can include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

7278 Highway 72 W, Suite B
Madison, AL 35758

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

AL Average: $11,469,110,461
Total Number of Employees

25,919

AL Average: 458
Total Number of Accounts

3,336,586

AL Average: 33,415
Average Account Size

$126,847

AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lee Donaldson Work History

Lee has 11 years of experience.

2019 - Present (2 years)

Edward Jones

2015 - 2019 (4 years)

Us Navy - Air War College

2014 - 2015 (1 year)

Us Navy - Air War College

2013 - 2014 (1 year)

Us Navy - Coastal Riverine Group Two Detachment Bahrain

2009 - 2013 (4 years)

Us Navy - Navy Recruiting District Chicago

Disclosures

Lee Donaldson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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