Nicholas
Lalonde

Edward Jones

CRD#6355155
Investment Advisor
in Dallas, TX
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About this Advisor

Nicholas Lalonde is a certified financial planner whose office is in Dallas, Texas. Currently a registered advisor at Edward Jones, they have gathered 12 years of work experience. Lalonde has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Lalonde is registered to serve investors in Texas. Throughout their career, they have worked at Southwestern Advantage, Raymond James Financial Services, Inc, Rue 21, Sal'S, Alpha Delta Pi, Tates Creek High School, University Of Kentucky, Raymond James Financial Services Advisors Inc, Southwestern Investment Group and Edward Jones. Edward Jones is based out of Dallas, Texas, and has 12,884 additional locations in the United States. Overall, Edward Jones oversees $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 biggest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have greater 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 66, Certified Financial Planner

Years of Experience

12 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

4849 Greenville Ave Ste 1320
Dallas, TX 75206-4130

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

TX Average: 458
Total Number of Accounts

3,047,151

TX Average: 33,415
Average Account Size

$107,966

TX 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

Nicholas Lalonde Work History

Nicholas has 12 years of experience.

2016 - Present (3 years)

Edward Jones

2014 - 2016 (2 years)

Raymond James Financial Services, Inc

2014 - 2016 (2 years)

Raymond James Financial Services Advisors Inc

2014 - 2016 (2 years)

Southwestern Investment Group

2011 - 2013 (2 years)

Southwestern Advantage

2011 - 2014 (3 years)

Alpha Delta Pi

2010 - 2011 (1 years)

Sal'S

2010 - 2014 (4 years)

University Of Kentucky

2009 - 2010 (1 years)

Rue 21

2006 - 2010 (4 years)

Tates Creek High School

Disclosures

Nicholas Lalonde has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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