Scott Donald

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:

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

Current Employers

Employment History

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 06/2009 → 01/2019
  Humana
  Louisville, KY
• 03/2016 → 03/2019
  Advocare
  Plano, TX

Other Businesses

"SMLK Properties LLC Type: Future real estate LLC Date: 07/15/22 Title: Director Trad Hrs: 0 Tot Hrs: 0 Desc: As of 2024 - may just build on it and not rent, TBD. As of 2023 I bought land in the SMLK Properties (and just added it as a reported address just in case). It is undeveloped, plans are to potentially develop a small place that can be rented out. City-State: New Albany IN" * LQD Assets Type of business: Invest in bourbon barrels Bardstown, KY Start date: 9/1/2025 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * SMLK Properties LLC Type of business: Future real estate LLC New Albany, IN Start date: 7/15/2022 Director Hours per week: 0 Hours during trading: 0 We demo'd in 2025 but had to pause things due to other priorities.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Scott Donald
• Scott Robert Donald