Jerry Mcdonald is a ChFC-designated registered investment advisor, based in Hoover, AL, with 38 years of industry experience.
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is an independent investment advisor providing fee-based planning through Truewealth Advisors, LLC and Jerry McDonald Financial Services, LLC, where he also offers fixed annuity, variable annuity, and life insurance products. He also receives trail commissions as a financial advisor from client accounts with a prior employer, Commonwealth Life and Annuity, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.