Donna Lynn Putman

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-14
MI	RA	APPROVED	2023-04-27

TX RA
APPROVED

Since 2024-11-14
MI RA
APPROVED

Since 2023-04-27

Branch Locations

4060 North M75 Suite 201, Walloon Lake, MI 49796 • 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
Edward Jones	Walloon Lake	MI	01/2008	11/2024
Markiewicz & Co., Llc	Petoskey	MI	05/2006	Present
Edward Jones	St Louis	MO	11/2024	Present

01/2008 → 11/2024

Edward Jones

Walloon Lake, MI
05/2006 → Present

Markiewicz & Co., Llc

Petoskey, MI
11/2024 → Present

Edward Jones

St Louis, MO

Other Businesses

Markiewicz & Co., LLC Type: CPA firm Date: 02/02/08 Title: Tax return data entry Trad Hrs: 0 Tot Hrs: 25 Desc: Tax return data entry during tax season. Weekend employment only. Does not interfere with employment at Edward Jones. City-State: Petoskey MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-25

S66 Uniform Combined State Law Examination

2023-04-25

Other Names

Donna Lynn Yankoviak
Donna Lynn Kulpa
Donna L Yankoviak
Donna L Putman

View on SEC IAPD