Donald Storm, financial advisor Pueblo CO
93 score

Donald Storm

CRD Number: 5555633
Current Firm: Edward Jones

Donald Storm (CRD# 5555633) is an Investment Advisor Representative working at Edward Jones in Pueblo, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2017 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2016 - Feb 2017 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2016 - Feb 2017 < 1
U.s. Bancorp Investments, Inc. Pueblo, CO May 2012 - Oct 2016 4
Wayside Cross Gospel Rescue Mission Pueblo, CO Jan 2012 - May 2012 < 1
Farmers Insurance Pueblo West, CO Jul 2011 - Dec 2011 < 1
Edward Jones St. Louis, MO Jun 2008 - Jun 2011 3
Unemployed Pueblo, CO Oct 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Donald M. Storm
Phone Number: 314-515-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
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, WY

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

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