Jamie William Mcdonald

Current Employers

Nations Financial Group, Inc.

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-29
IA	RA	APPROVED	2016-06-16

TX RA
APPROVED

Since 2025-07-29
IA RA
APPROVED

Since 2016-06-16

Branch Locations

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States

40 Main St. Suite 103, Dubuque, IA 52001 • 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

Organization	City	State	From	To
Cassandra Properties, Llc	Dubuque	IA	12/2009	Present
Nations Financial Group, Inc.	Dubuque	IA	06/2016	Present
Core Investments Group	Dubuque	IA	06/2016	Present

12/2009 → Present

Cassandra Properties, Llc

Dubuque, IA
06/2016 → Present

Nations Financial Group, Inc.

Dubuque, IA
06/2016 → Present

Core Investments Group

Dubuque, IA

Previous Registrations

2016-01-20 → 2016-07-18

Heacock & Jones Financial Services, Inc.

Dubuque, IA
2011-08-31 → 2012-01-18

Eagle Strategies Llc

Bellevue, IA

Dubuque, IA
2010-07-02 → 2011-07-22

Vsr Financial Services, Inc.

Overland Park, KS

Dubuque, IA
2005-06-30 → 2010-07-07

Berthel, Fisher & Company Financial Services, Inc.

Dubuque, IA

Dubuque, IA
2003-09-09 → 2004-04-07

Strong Capital Management Inc

Menomonee Falls, WI

Other Businesses

1. Jamie McDonald - Insurance Brokerage. 40 Main St., Suite 103, Dubuque, IA 52001. Is investment related. Nature of business is insurance sales & service. position is agent. started in 2005. approx 5 hrs/month on business, all during security trading hrs. duties are providing insurance advice & sales to individuals// 2. Core Investments Group. 40 Main St., Suite 103, Dubuque, IA 52001. Is investment related. Nature of business is Investment Advice. Position is Co-Owner & Partner. starts July 2016. Approx 160 hrs per month, all during security trading hrs. duties are client acquisition and service // 3.Loras College. 1450 Alta Vista. Dubuque, IA 52001. not investment related. Nature of business is education(college). Position is adjunct professor. Start 1-30-17. Approx 30 hrs/month, none during security trading hrs. Duties are teaching night course at Loras College to undergraduate students// 4. McDonald Financial Services, Inc. 2837 Arbor Hills Dr. Dubuque, IA 52001. Is investment related. DBA used to offer financial services. Position is owner. Stared 3/11/14. Approx 1 hr per month on business, none during security trading hours. Duties are to process commissions and depreciate old assets.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-18
S66	Uniform Combined State Law Examination	2003-09-05

S63 Uniform Securities Agent State Law Examination

2022-02-18
S66 Uniform Combined State Law Examination

2003-09-05

Designations

View on SEC IAPD