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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Southwestern Investment Group
Alpha Delta Pi
University Of Kentucky
Tates Creek High School
Nicholas Lalonde has no disclosures.
Please visit their SEC profile for more details.