Donald Collins
Advisor at Edward Jones
Updated today
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
Kennett, MO 63857
Credentials
Series 66
Industry experience
13 years
About
Donald Collins is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 credential. He has been with Edward Jones since 2012. Outside of his financial advisory role, Collins serves as the Presiding Commissioner of Dunklin County, Missouri, overseeing the county budget and buildings, and is involved in a seasonal fireworks business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with services that include tax-efficient management and securities-based lending.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$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)
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
309 Teaco Road
Kennett, MO 63857
Most active in
Donald C has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Work history
Edward Jones
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Charles Brown is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wilbanks Securities and Cabot Lodge Securities. Outside of advising, he serves as unit committee chairman for local Boy Scout and Cub Scout troops affiliated with the Kiwanis Club of Kennett, MO, and is president of American Agency Insurance Group, a non-investment-related role. IPI Wealth Management serves a broad range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent operational model for trade execution and related services.
Randi A
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Kennett, MO
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