Donald Swanson, financial advisor Joplin MO
93 score

Donald Swanson

CRD Number: 866002
Current Firm: Edward Jones

Donald Swanson (CRD# 866002) is an Investment Advisor Representative working at Edward Jones in Joplin, MO and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP Joplin, MO Jun 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1979
Contact Info for Donald E. Swanson
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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