Donald William Whitman

Current Employers

Employment History

• 08/2009 → 10/2019
  1St Global Capital Corp
  Anthem, AZ
• 08/2009 → 10/2019
  1St Global Advisors, Inc.
  Anthem, AZ
• 08/2009 → Present
  Whitman & Jackson Cpas Pc
  Phoenix, AZ
• 08/2009 → 09/2025
  Avantax Insurance Services, Inc.
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 01/2022 → Present
  Martin Auto Museum
  Phoenix, AZ
• 08/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Phoenix, Az,, AZ
• 2009-09-02 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) INTENTIONAL WEALTH SOLUTIONS, LLC POSITION: Member NATURE: Financial services entity that is a result of a merger between Don Whitman, Lisa Jackson and Tiffani Davey. Currently Pittman Davey and JW Wealth Management are separate entities. They are merging to form Intentional Wealth Solutions, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2019 ADDRESS: 2040 W. Whispering Wind Drive, #149, Phoenix AZ 85085, United States DESCRIPTION: Providing financial services to clients 2) JW WEALTH MANAGEMENT, LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2009 ADDRESS: 2040 W. Whispering Wind Drive, #149, Phoenix AZ 85085, United States DESCRIPTION: Research and marketing of financial services. 3) WHITJACK2040, LLC POSITION: Member NATURE: WhitJack2040, LLC owns the building that Whitman & Jackson CPAs and Intentional Wealth Solutions, LLC office in. I am a partial owner of WhitJack2040, LLC.It collects commercial rental income and pays expenses for the property. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2021 ADDRESS: 2040 W. Whispering Wind Dr., Suite 149, Phoenix AZ 85085, United States DESCRIPTION: Assist with management of the property. 4) MARTIN AUTO MUSEUM POSITION: Board of Directors NATURE: Attend quarterly board meetings and provide input to ongoing operations. Likely spend about 12 hours per year on this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2140 W Greenway Road, Phoenix AZ 85023, United States DESCRIPTION: Attend board meetings, assist with summarizing the financial results for the Martin Auto Museum, a non-profit organization. Provide feedback to the organization and other board members on various activities that the museum is involved with. 5) INDEXED ANNUITIES POSITION: Advisor NATURE: I use indexed annuities as a suitable option for various client situations that are a fit for this type of product. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2024 ADDRESS: 2040 W. Whispering Wind Dr., Suite 149, Phoenix AZ 85085, United States DESCRIPTION: This is an additional investment alternative for certain clients. I complete any necessary appointment paperwork and satisfy education requirements for various companies prior to doing so. My responsibility is to evaluate suitability and that the benefits are a fit for my clients. 6)Whitman & Jackson CPAs, PC; OWNER; ; NIR; ; 08/01/2009;

Exams

• S66 Uniform Combined State Law Examination
  2009-08-21
• S63 Uniform Securities Agent State Law Examination
  2002-10-25
• S65 Uniform Investment Adviser Law Examination
  1999-08-31

Other Names

• Donald W Whitman