Donna Adams

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → 07/2017
  Guaranty Bank & Trust
  Greenville, MS
• 05/2010 → 07/2017
  Lpl Financial
  Charlotte, NC
• 07/2017 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2010-07-08 → 2017-08-08
  Lpl Financial Llc
  Fort Mill, SC
  Greenville, MS
• 2003-11-05 → 2010-07-08
  Uvest Financial Services Group, Inc.
  Greenville, MS
  Greenville, MS
• 2003-07-10 → 2003-11-25
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-01-30 → 2003-07-10
  Amsouth Investment Services, Inc.
  Greenville, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-28
• S63 Uniform Securities Agent State Law Examination
  1989-07-08

Designations

• Certified Financial Planner

Other Names

• Donna Kay Adams
• Donna Peacock
• Donna Adams
• Donna K Jefferies
• Donna Peacock Adams