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 McDonald is currently registered with Steward Partners Investment Advisory, LLC, which is a registered investment advisor. Previously, Jerry McDonald worked at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc. and SWS Financial Services. Jerry McDonald has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Jerry McDonald holds the Series 7, Series 10, Series 31, Series 63, and Series 65 licenses. Jerry McDonald is a CERTIFIED FINANCIAL PLANNER™ professional.
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 03/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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