Best Investors Account Sign in

Donna Marie Wiseman

Edward Jones

Sedona, AZ

CRD 6175189

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 2021-09-14
AZ RA APPROVED 2013-06-13
  • TX RA
    APPROVED_RES
    Since 2021-09-14
  • AZ RA
    APPROVED
    Since 2013-06-13

Branch Locations

2530 W State Route 89A Ste C-1, Sedona, AZ 86336 • 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 04/2013 Present
Other Businesses

Rental Property Phoenix, AZ Start date: 6/1/2005 Owner Hours per week: 1 Hours during trading: 1 Desc: Personal rental property--single family dwelling. VRBO. Rental property Type of business: Rental Sedona, AZ Start date: 1/03/2006 Owner Hours per week: 1 Hours during trading: 1 Rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-24
  • S66 Uniform Combined State Law Examination
    2013-05-24
Other Names
  • Donna Marie Koon
  • Donna Marie Barnes
  • Donna Wiseman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sedona, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor