ChooseAFinancialAdvisor.com
Advisors / Missouri / Joplin
47yrs

Donald Eugene Swanson

Financial advisor at Edward Jones

Joplin, MO 64804Top advisor for experience at Edward JonesFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience47 years (since 1979)
How that compares ?Top advisor for experience at Edward Jones
Office2205 Connecticut AVE, Joplin, MO 64804
How the firm is paid ?Percent of assets, Flat fee, Other
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 1999 – now
    Edward JonesCurrent firm

Questions to ask Donald

Tailored to Donald’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Donald

How do I contact Donald?

Call Edward Jones at 314-515-2000 and ask for Donald Eugene Swanson. Donald works from the Joplin, MO office.

How long has Donald been a financial advisor?

Donald has been in the industry since 1979, about 47 years. Top advisor for experience at Edward Jones.

What licenses does Donald hold?

Series 63, 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 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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