Jerry Mcdonald is a CFP-designated registered investment advisor, based in Austin, TX, with 35 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold.
Location
807 Las Cimas Parkway, Suite 325, Austin, TX, 78746
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Regulatory History (1)
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Customer Dispute
December 2001Denied
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 5 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Steward Partners Investment Advisory, LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
September 2020 - May 2022 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
January 2008 - October 2020 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2020 · 12 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
June 2006 - January 2008 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
June 2006 - January 2008 · 1 yr 7 mos
Sws Financial ServicesBroker
September 2004 - June 2006 · 1 yr 9 mos
Sws Financial Services
September 2004 - June 2006 · 1 yr 9 mos
Southwest Securities, INC.
October 2003 - September 2004 · 11 mos
Southwest Securities, INC.Broker
October 2003 - September 2004 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 1991 - October 2003 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1991 - October 2003 · 12 yrs 8 mos
State Registrations14 states
CODCFLGAHIIAMAMENCNMPATXVTWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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