Donna WagnerCRD Number: 7147999
Current Firm: Edward Jones
Donna Wagner (CRD# 7147999) is an Investment Advisor Representative working at Edward Jones in Melbourne Beach, FL and has over 3 years of experience in the finance industry.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Edward Jones||St Louis, MO||Jul 2019 - Current||3|
|Sts||Aston, PA||Aug 2018 - Jun 2019||< 1|
|Longevity 50||Harrisburg, PA||Jan 2018 - Dec 2018||< 1|
|Beachbody||Santa Monica, CA||May 2014 - Apr 2018||3|
|Wagner's Insurance Agency||Hummelstown, PA||Feb 2016 - Dec 2017||1|
|Lazboy Furniture Gallery||Harrisburg, PA||Jul 2012 - Feb 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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
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