Donna Lea Bolin
Financial advisor at Edward Jones · Mount Vernon, IN
Last updated 2026-10-10
Claim your profileDonna Lea Bolin is a financial advisor at Edward Jones in Mount Vernon, IN, CRD 4064786. Licenses and exams on the registration: Series 66. IAPD registration began 2022-05-24.
Registration
- CRD number
- 4064786
- Registration status
- Active
- IAPD registration
- 2022-05-24
- Industry Experience
- 4 years
- Work Experience
- 27 years
- States registered
- IN, TX
Licenses and exams
- Series 66
Work history
- 1999-10 to 2023-03 · Edward Jones · Mount Vernon, IN
- 2023-03 to Present · Edward Jones · St. Louis, MO
Current employment
- Edward Jones · St. Louis, MO
Edward Jones
- Regulatory AUM
- $1,013,608,323,988
- Registered advisors
- 24,147
- Offices
- 15,412
- Clients per advisor
- 168.5 (High)
- Average AUM per client
- $249.1K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Edward Jones: advisors, services and reported ETF investments
About
Donna Lea Bolin is a financial advisor at Edward Jones in Mount Vernon, IN. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 27 years of reported work history.
Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Edward Jones on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
Location
431 E Fourth Street, Mount Vernon, IN 47620
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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