Best Investors Account Sign in

Donna L. Ferren

Edward Jones

Cape May Court House, NJ

CRD 2328435

Claim This Profile
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_RES 2018-12-06
NJ RA APPROVED 2006-08-02
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • NJ RA
    APPROVED
    Since 2006-08-02

Branch Locations

605 S Route 9 Ste 2, Cape May Court House, NJ 08210-2343 • 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 D. Jones & Co., L.P. Cape May Court House NJ 12/1995 Present
  • 12/1995 → Present
    Edward D. Jones & Co., L.P.
    Cape May Court House, NJ
Other Businesses

MIDDLE TOWNSHIP CHAMBER OF COMMERCE BOARD OF DIRECTORS VOLUNTEER POSITION MAIN RESPONSIBILITY IS TO HELP ORGANIZE THE CHAMBER MEMBERSHIP DIRECTORY EVERY 2 YRS AND ATTEND MEETINGS AND CHAMBER EVENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-01
S63 Uniform Securities Agent State Law Examination 1993-03-26
  • S65 Uniform Investment Adviser Law Examination
    2006-08-01
  • S63 Uniform Securities Agent State Law Examination
    1993-03-26
Other Names
  • Donna Lee Ferren

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cape May Court House, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor