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Heather Renee Jones

McDonald Partners LLC

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About Heather Renee Jones

Heather Renee Jones is an investment advisor representative with McDonald Partners LLC. Heather Jones is registered in the state of Michigan and has been in the securities industry since June 4, 2009. She holds the Series 11 exam. McDonald Partners LLC is a Registered Investment Advisor with offices in Cleveland, Ohio, and Ann Arbor, Michigan. The firm has a total of 32 employees, including 30 registered representatives. McDonald Partners LLC provides financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pooled investment vehicles.

Firm Information

Heather Jones is currently registered with McDonald Partners LLC. McDonald Partners LLC is an investment advisory firm based in CLEVELAND, OH. The firm, which was formed in April 2005, provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $1,115,223,985 in assets for 1,967 clients.
McDonald Partners LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114

$1.12B

Assets Under Management

20

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Jones’s Registration & Firm History

MI

06/05/2009 - Present

McDonald Partners LLC (ANN ARBOR MI)

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Licenses & Designations

BC

Issued 06/04/2009

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Renee Jones.
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