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Ezekiel Donner

1 Year of Experience
Odessa, TX
Broker

Ezekiel Donner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Odessa, TX, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5000 E University, Ste 8, Odessa, TX, 79762

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ezekiel is an advisor for Community Wealth Advisors, a DBA/support company in Odessa, TX, since May 2024. This activity is not investment related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
State Registrations2 states
ORTX
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.
Ezekiel Donner - Financial Advisor | TrueAdvisor