Don Ogden

Advisor at Edward Jones

Updated today

Location

Springdale, AR 72764-4500

Credentials

Series 63, Series 66

Industry experience

12 years

About

Don Ogden is a financial advisor with Edward Jones in Springdale, AR, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides advisory services under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner Self-Employed

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

201 W Emma Ave, Ste E

Springdale, AR 72764-4500

Most active in

Arkansas · Texas

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darren V

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General retirement planning Income planning Medicare planning General tax planning
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Active portfolio management Options & derivatives strategies
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Active portfolio management Concentrated stock management Founder/Business Owner
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Wealth management
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James S

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Fayetteville, AR

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John C

Series 66

Fayetteville, AR

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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