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Lee Alan Donaldson

Edward Jones

Madison, AL

CRD 7135567

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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
TX RA APPROVED 2019-11-06
AL RA APPROVED 2019-09-03
  • TX RA
    APPROVED
    Since 2019-11-06
  • AL RA
    APPROVED
    Since 2019-09-03

Branch Locations

7278 Hwy 72 W Ste B, Madison, AL 35758 • 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
Edward Jones St Louis MO 07/2019 Present
Us Navy - Air War College Montgomery AL 05/2015 06/2019
  • 07/2019 → Present
    Edward Jones
    St Louis, MO
  • 05/2015 → 06/2019
    Us Navy - Air War College
    Montgomery, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-31
  • S66 Uniform Combined State Law Examination
    2019-08-31
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
NEWEDGE ADVISORS

Nearby Investors

SHANNA STOWE-GALAINE PENDERGRAST
Davis Allen Whitten
Grant Chandler

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MADISON, AL
EDWARD JONES · MADISON, AL
LPL FINANCIAL LLC · MADISON, AL

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