Donald Ennis (CRD# 7309761) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Investment Counsel | Cincinnati, OH | May 2022 - Current | 2 |
| Park Avenue Securities | West Chester, OH | Nov 2021 - May 2022 | < 1 |
| Guardian Life Insurance Company | West Chester, OH | Oct 2021 - May 2022 | < 1 |
| Dlak Wealth Advisorys | West Chester, OH | May 2021 - Nov 2021 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2017 - May 2021 | 3 |
| Dlak Wealth Advisors | West Chester, OH | Dec 2020 - Apr 2021 | < 1 |
| Wright Brothers Global Gas | Montgomery, OH | Feb 2019 - Nov 2020 | 1 |
| Beavercreek High School | Beavercreek, OH | Jul 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- OH
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Total Assets Under Management18,609MILLIONS
-
Total Number of Accounts15,436ACCOUNTS
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Average Account Value$1,205,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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