Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Odell McDonald is a financial advisor with over 30 years of experience in the financial services industry. Jerry has worked with Steward Partners Investment Advisory, LLC since September 2020. Previously, Jerry was a financial advisor with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Jerry holds the Series 63, Series 65, Series 7, Series 31, Series 8, Series 9, Series 10, and SIE licenses. Jerry is a Certified Financial Planner. Jerry's practice specializes in providing financial planning and investment management services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/22/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
09/22/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
01/01/2008 - 10/26/2020
WELLS FARGO CLEARING SERVICES, LLC (BEE CAVE TX)
TX
06/16/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
TX
09/08/2004 - 06/16/2006
SWS FINANCIAL SERVICES (AUSTIN TX)
TX
10/03/2003 - 09/08/2004
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
02/08/1991 - 10/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 3/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 2/4/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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