Jeffrey Donovan (CRD# 3149053) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 25 years of experience in the finance industry.
CRD# 5282354
Cetera Investment Advisers LLC
CRD# 3023093
Thrivent Investment Management Inc.
CRD# 6864343
Btc Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Btc Financial Management Co | Bethany, MO | Dec 2013 - Current | 10 |
| Btc Bank | Bethany, MO | Aug 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- MO
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts356ACCOUNTS
-
Average Account Value$103,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MO
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