Business Description

Edward Jones provides financial services for individual investors in the United States
and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm’s
business, from the types of investment options offered to the location of branch offices,
is designed to cater to individual investors in the communities in which they live and
work. The firm’s 10,000-plus financial advisors work directly with more than 7 million
clients to understand their personal goals — from college savings to retirement —
and create long-term strategies for their investments that emphasize a well-balanced
portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of
building long-term, face-to-face relationships with clients, helping them to understand
and make sense of the investment options available today.

General Information

Gender:

Male

CRD#:

4226990

Firm CRD#:

250

Name of Broker/Dealer:

Edward Jones

States Licensed in:

AL,AR,CA,CO,DC,FL,GA,HI,IA,IL,IN,KS,KY,LA,MD,MI,MN,MO,NC,NM,NY,OH,OK,OR,PA,TN,TX,VA,WI

States Willing to do Business in:

Mr. Donovan is willing to work with clients in all states.

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Mr. Donovan served as a Branch Office Administrator with Edward Jones in San Antonio, TX in 2000 and in 2001 began serving clients as a Financial Advisor in Bella Vista, AR.

I work with the following types of clients:

Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors

Services

Investment Types:

Mutual Funds, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 7, Series 66, Series 63

Insurance and Annuity Licenses:

Variable Life, Variable Annuity, Long Term Care, Life, Annuity

Non-Financial Organization Memberships:

Past President of Bella Vista Business Association, 2005
Board member of Bella Vista Business Association, 2006-2007
Committee Member for Village Pride, 2010-present

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

50,000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Chris Donovan, CFP®