Donald Alan Ledoux

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 05/2023
  Securian Financial Services
  St. Paul, MN
• 06/2006 → Present
  Summit Financial Group, Llc
  San Ramon, CA
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  San Ramon, CA

Previous Registrations

• 2005-05-16 → 2023-05-31
  Securian Financial Services, Inc.
  San Mateo, CA
  San Mateo, CA
  San Ramon, CA

Other Businesses

(1)Name of Business: PulsePoint Foundation Address: 345 Casablanca Street, danville, CA, 94506, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Treasurer- no check writing/signing authority (2)Name of Business: Summit Financial Group LLC Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2005-04-15

Designations

• Certified Financial Planner