Donna AdamsCRD Number: 1957346
Current Firm: Edward Jones
Donna Adams (CRD# 1957346) is an Investment Advisor Representative working at Edward Jones in Greenville, MS and has over 28 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
Investacorp Advisory Services Inc.
|Edward Jones||St. Louis, MO||Jul 2017 - Current||< 1|
|Lpl Financial||Charlotte, NC||May 2010 - Jul 2017||7|
|Guaranty Bank & Trust||Greenville, MS||Nov 2003 - Jul 2017||13|
|Uvest Financial Services Group||Charlotte, NC||Nov 2003 - Jul 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY