Douglas
Dodgen

Edward Jones

CRD#4469518
Investment Advisor
in Ames, IA
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About this Advisor

Douglas Dodgen is an investment advisor located in Ames, Iowa. Currently an investment advisor with Edward Jones, Dodgen has 17 years of professional experience as a financial advisor. Dodgen maintains Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Dodgen is able to advise investors in Iowa. Dodgen has spent their entire career at Edward Jones. Edward Jones is located in Ames, Iowa, and has 12,884 additional locations throughout the country. In aggregate, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

17 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

217 N Duff Ave
Ames, IA 50010

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

IA Average: 458
Total Number of Accounts

3,047,151

IA Average: 33,415
Average Account Size

$107,966

IA 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

Douglas Dodgen Work History

Douglas has 17 years of experience.

2001 - Present (18 years)

Edward Jones

Disclosures

Douglas Dodgen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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