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Douglas Sklar

Edward Jones
38 Years of Experience
Omak, WA
1 DisclosureBroker
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Douglas Sklar is a registered investment advisor at Edward Jones, based in Omak, WA, with 38 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

646 Okoma Drive Suite C, Omak, WA, 98841

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1999
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
January 2007 - Present · 19 yrs 9 mos
Edward Jones
July 1992 - Present · 34 yrs 3 mos
Edward JonesBroker
July 1992 - Present · 34 yrs 3 mos
Previous Registrations
Painewebber IncorporatedBroker
December 1988 - July 1992 · 3 yrs 7 mos
F.D. Roberts Securities, INC.Broker
October 1988 - December 1988 · 2 mos
State Registrations27 states
AKALARAZCACOFLGAHIIDKSLAMDMEMIMONCNMNYORSCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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