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Credentials
Series 63, Series 65
Experience Industry experience
38 years
Location
Siloam Springs, AR 72761
Auxarc Asset Management Company
Independent
Total advisors
1Clients per advisor
57 Very HighAvg AUM per client
$188,614 LowHNW client ratio
5% LowGerald Donner Jr. is an advisor at Auxarc Asset Management Company with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Auxarc since 2010. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management is an independent firm that serves individual investors and manages trust and retirement plan accounts through discretionary portfolio management. The firm focuses on longer-term, multi-cycle investment strategies with attention to flexibility and risk management, conducting client consultations primarily through home visits and maintaining an exclusive custodial relationship with a national custodian.
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
Siloam Springs, AR
106 W. Tulsa
Siloam Springs AR 72761
Advisors at this office
1
Arkansas · Oklahoma
38 years of industry experience
Auxarc Asset Management
2010 - Present • 16 years
Siloam Springs, AR
Auxarc Asset Management
2010 - Present • 16 years
Siloam Springs, AR
Linsco/Private Ledger
2000 - Present • 26 years
Siloam Springs, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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
Alexander Taylor is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Black Forge Capital, LLC and Tyson Foods Inc. Outside of his advisory role, Taylor is involved in property management through Uptown Ozarks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports clients through a nationwide network of over 23,700 advisors and offers additional services such as trust capabilities and securities-based lending.
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