AdvisorOS Directory
Claim Profile
JD

Jon Howard Donahue

CDK REALTY ADVISORS, LP·FRISCO, Texas
Unclaimed Profile
3245 MAIN STREET, FRISCO, TX 75034CRD# 4644726Firm CRD# 123939
01

About

Jon Howard Donahue is a registered financial advisor based in FRISCO, Texas, affiliated with CDK REALTY ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CDK REALTY ADVISORS, LP
CDK REALTY ADVISORS, LP
AUM
$101M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CDK REALTY ADVISORS, LP →
Services
Pension consulting
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4644726
Firm CRD# 123939
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRISCO?

Browse all registered financial advisors in FRISCO, Texas or claim this profile if it's yours.

Browse FRISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jon Howard Donahue offer?
Jon Howard Donahue specializes in Retirement Planning. Contact their office in FRISCO, Texas for a consultation.
What are Jon Howard Donahue's credentials?
Jon Howard Donahue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Howard Donahue located?
Jon Howard Donahue is based in FRISCO, Texas, working with CDK REALTY ADVISORS, LP. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Jon Howard Donahue charge for services?
Jon Howard Donahue's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CDK REALTY ADVISORS, LP?
CDK REALTY ADVISORS, LP is a registered investment adviser with the SEC, managing $101M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRISCO
Timothy Basil Greaves — CAIN, WATTERS & ASSOCIATES, LLCToni Hatcher Lee — CAIN, WATTERS & ASSOCIATES, LLCThomas Robert Sanders — CAIN, WATTERS & ASSOCIATES, LLCSteven Bradley Clapp — CAIN, WATTERS & ASSOCIATES, LLCDan Charles Wicker — CAIN, WATTERS & ASSOCIATES, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile