Palmer Wealth Management
33yrs
Top advisor by experience in Prairieville
18yrs
Donald Brooks has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Prairieville, Louisiana. Donald has been with Edward Jones since 2011. Donald holds the CFP® designation.
One of 16 advisors with offices in Prairieville, and one of 15 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 73% of advisors at Edward Jones
Office37283 Swamp Rd Suite 101, Prairieville, LA 70769
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowEdward JonesCurrent firm
Contact Donald
Local office(225) 677-8117Ask for Donald. (314) 515-2000Main office · St. Louis, MO 37283 Swamp Rd Suite 101Prairieville, LA 70769Office · Get directions
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Questions to ask Donald
Tailored to Donald’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Donald
How do I contact Donald?
Call Donald’s local office at (225) 677-8117 or the Edward Jones main office at (314) 515-2000, and ask for Donald Brooks.
How long has Donald been a financial advisor?
Donald has been in the industry since 2009, about 18 years. More experience than 73% of advisors at Edward Jones.
What licenses does Donald hold?
Series 66. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Donald paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Donald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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