Donna Ford

Advisor at Edward Jones

Updated today

Location

Elephant Butte, NM 87935

Credentials

ChFC®, Series 66

Industry experience

5 years

About

Donna Ford is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. She has five years of industry experience, including previous roles at Los Arcos Steak & Lobster and Citizens Bank of Las Cruces. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

509 Butte Blvd Ste B

Elephant Butte, NM 87935

Most active in

New Mexico · Texas

Work history

Edward Jones

2020 - Present (6 years)

Los Arcos Steak & Lobster

2018 - 2020 (2 years)

Citizens Bank of Las Cruces

2017 - 2020 (3 years)

Merle Norman Cosmetics

2016 - 2017 (1 year)

Preferred Homecare

2007 - 2016 (9 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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