Donovan Jerald Paul

CFA

Icon Advisers, INC.

32 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Icon Advisers, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

341 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$793.6M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

8480 E Orchard Road, Suite 1200, Greenwood Village, CO, 80111

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Jerry helps manage a real estate partnership for friends and family. This activity is not investment-related.

Employment History

Current Registrations

Rfs PartnersBroker

September 2020 - Present · 5 yrs 5 mos

Icon Advisers, INC.

June 2013 - Present · 12 yrs 8 mos

Previous Registrations

Icon Distributors, INC.Broker

October 2013 - September 2020 · 6 yrs 11 mos

Essential Investment Partners, LLC

May 2009 - March 2011 · 1 yr 10 mos

Quixote Capital Management LLC

June 2008 - September 2008 · 3 mos

Quixote Capital Management LLC

May 2002 - June 2008 · 6 yrs 1 mo

Quixote Capital Management LLC

May 2002 - December 2002 · 7 mos

Invesco Distributors, INC.Broker

January 1997 - December 2001 · 4 yrs 11 mos

Liberty Securities CorporationBroker

September 1987 - August 1989 · 1 yr 11 mos

Century Investors of America, INC.Broker

September 1982 - September 1987 · 5 yrs

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.