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Donald P Oliver

Edward Jones

Ladera Ranch, CA

CRD 3263264

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-09
CA RA APPROVED 2022-10-19
  • TX RA
    APPROVED
    Since 2023-02-09
  • CA RA
    APPROVED
    Since 2022-10-19

Branch Locations

999 Corporate Drive Suite 205, Ladera Ranch, CA 92694 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2022 Present
Masimo Corporation Irvine CA 03/2020 05/2022
Hireright, Inc. Irvine CA 03/2007 03/2020
  • 08/2022 → Present
    St Louis, MO
  • 03/2020 → 05/2022
    Masimo Corporation
    Irvine, CA
  • 03/2007 → 03/2020
    Hireright, Inc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 1999-07-26
  • S66 Uniform Combined State Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    1999-07-26
Other Names
  • Donald Paul Jr Oliver
  • Donald Paul Oliver
  • Dj Oliver
  • Donald Paul Oliver

View on SEC IAPD

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