Joshua MacdonaldCRD Number: 5516121
Current Firm: Edward Jones
Joshua Macdonald (CRD# 5516121) is an Investment Advisor Representative working at Edward Jones in Sault Sainte Marie, MI and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Cuna Brokerage Services, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Apr 2008 - Current||8|
|Satisfied Frog (bar-ville Inc.)||Sault Sainte Marie, MI||Sep 2007 - Apr 2008||< 1|
|Family Video||Sault Sainte Marie, MI||Nov 2006 - Aug 2007||< 1|
|Lake Superior State University||Sault Sainte Marie, MI||Apr 1998 - Dec 2006||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
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 Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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