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Douglas S Mcintosh

Investment adviser representative at Edward Jones
22 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Edward JonesMar 2025 to now
  2. UnemployedJul 2024 to Mar 2025
  3. EmpowerApr 2022 to Jul 2024
  4. PrudentialApr 2004 to Mar 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CT, MA).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4794345
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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