Aaron DonnellyCRD Number: 7459710
Current Firm: Edward Jones
Aaron Donnelly (CRD# 7459710) is an Investment Advisor Representative working at Edward Jones in Carefree, AZ and has 1 year of experience in the finance industry.
Suttle Crossland Wealth Advisors, LLC
Vanguard Advisers, Inc.
|Edward Jones||St Louis, MO||Nov 2021 - Current||< 1|
|Unemployed||Scottsdale, AZ||Jun 2021 - Nov 2021||< 1|
|Oregano's Pizza Bistro||Scottsdale, AZ||Nov 2017 - Jun 2021||3|
|Unemployed||Scottsdale, AZ||Aug 2018 - Nov 2018||< 1|
|Slatebridge Restaurant Group||Scottsdale, AZ||Feb 2007 - Aug 2017||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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