Donald Jaramillo is a ChFC-designated registered investment advisor at Edward Jones, based in Westminster, CO, with 25 years of industry experience. Donald 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
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
Location
9191 Sheridan Blvd Ste 105, Westminster, CO, 80031-3011
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald is the owner of DSTD LLC, a family business, and spends minimal time maintaining rental property. This activity is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Country Capital Management CompanyBroker
State Farm Vp Management CORP.Broker
State Registrations27 states
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
More Advisors
- James Jacobson, CFPEdward Jones
- Ryan Cox, ChFCEdward Jones
- Jeffrey Swingle, ChFCEdward Jones
- Matthew Simmons, CFPEdward Jones
- Dana Wozniak, CFPEdward Jones
- Erin ResetarEdward Jones