Aaron Donnelly is a CFP-designated registered investment advisor at Edward Jones, based in Scottsdale, AZ, with 4 years of industry experience. Aaron 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
8787 E Pinnacle Peak Rd #112, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (5)
Financial
January 2021Financial
August 2018Financial
February 2018Financial
June 2017Financial
December 2016Other Business Activities
Aaron is a co-founder and investor in Vid Hire Inc., a hiring application company. He has no responsibilities and dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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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