Don Hartshorne is a CFP-designated registered investment advisor at Edward Jones, based in Tallahassee, FL, with 20 years of industry experience. Don 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
3325 Thomasville Rd, Suite B, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Don creates content for a YouTube page called Happy_hartshornes, focusing on outdoor activities, since 2008. He also creates content and information for a website, www.flpanhandleoutdoors.com, since 2023; both activities require minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 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
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