Jeff
Donham
The Colony Group, LLC
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About this Advisor
Jeff Donham is a financial advisor based in Richmond, Virginia, working with The Colony Group, LLC. Jeff has previously held positions at Coleman W. Pollard, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and The Colony Group, LLC. Jeff has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Jeff is part of The Colony Group, LLC, which operates out of Richmond, Virginia. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jeff Donham Work History
The Colony Group, LLC
Northwestern Mutual Investment Services LLC
Coleman W. Pollard
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Disclosures
Please visit the SEC profile of Jeff Donham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Colony Group, LLC
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North Andover, MA
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New York, NY
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