Douglas F Ternan

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

• 04/2004 → 04/2022
  Lincoln Financial Distributors, Inc.
  Philadelphia, PA
• 05/2022 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2004-07-02 → 2011-02-24
  Lincoln Financial Distributors, Inc.
  Tulsa, OK
  Pacific Palisades, CA
  Alamo Heights, TX
  Wolverine Lake, MI
  Mooresville, NC
  Wake Forest, NC
  San Antonio, TX
  Davidson, NC
  Lakewood, CO
  Sugar Land, TX
• 2003-03-20 → 2004-03-29
  John Hancock Distributors Llc
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-06-18
• S65 Uniform Investment Adviser Law Examination
  2003-03-19
• S63 Uniform Securities Agent State Law Examination
  1995-09-20

Other Names

• Douglas Francis Ternan