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James Michael Donahue

Edward Jones

Scottsdale, AZ

CRD 6576403

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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
AZ RA APPROVED 2016-01-27
  • AZ RA
    APPROVED
    Since 2016-01-27

Branch Locations

Scottsdale, AZ • 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
Jdii Capital Management Group Chicago IL 01/1993 Present
Genesis Futures Holding Chicago IL 09/2009 Present
Edward Jones St. Louis MO 11/2015 Present
  • 01/1993 → Present
    Jdii Capital Management Group
    Chicago, IL
  • 09/2009 → Present
    Genesis Futures Holding
    Chicago, IL
  • 11/2015 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12
Other Names
  • James Michael Donahue

View on SEC IAPD

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