Advisor at Auxarc Asset Management Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Siloam Springs, AR 72761
Credentials
Series 63, Series 65
Industry experience
37 years
Gerald Donner is the sole advisor at Auxarc Asset Management Company in Siloam Springs, Arkansas, holding Series 63 and Series 65 designations with 37 years of industry experience. He has worked at Auxarc since 2010 and has been associated with Linsco/Private Ledger since 2000. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management primarily serves individual investors and may also manage trust and retirement plan accounts, offering discretionary portfolio management and asset-based advisory services. The firm’s investment approach focuses on longer-term, multi-cycle strategies with an emphasis on flexibility and risk management rather than short-term market tracking.
Based on Auxarc Asset Management Company
Up to 1% annually, negotiable
Account minimum: $500.00 Fee-only: Advisory fees charged as a percentage of AUM, no commissions allowed
106 W. Tulsa
Siloam Springs, AR 72761
Arkansas · Oklahoma
Auxarc Asset Management
2010 - Present (16 years)
Auxarc Asset Management
2010 - Present (16 years)
Linsco/Private Ledger
2000 - Present (26 years)
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They provide trust and estate administration services, typically for separate fees.
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CFP®, Series 63, Series 66
Siloam Springs, AR
Edward Jones
Jeremy Harp is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Siloam Springs, Arkansas. In addition to his advisory work, Harp serves as an adjunct professor at John Brown University, where he teaches a course titled Personal Finance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.
Series 66
Siloam Springs, AR
Edward Jones
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