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Ariana Justine Mcdonald

Pacific Financial Strategies, Inc

Thousand Oaks, CA

Frazier Park, CA

CRD 6377085

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Employer firm

Pacific Financial Strategies, Inc CRD 151434

$201M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pacific Financial Strategies, Inc

223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-20
  • CA RA
    APPROVED
    Since 2023-04-20

Branch Locations

223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360 • United States

Frazier Park, CA • 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
Pacific Financial Strategies Thousand Oaks CA 01/2016 01/2017
C 3 Financial Strategies Newbury Park CA 01/2017 05/2022
Bakersfield Family Chiropractic Bakersfield CA 05/2021 Present
Pacific Financial Strategies Thousand Oaks CA 04/2023 Present
Cendecon Los Angeles CA 05/2020 03/2021
  • 01/2016 → 01/2017
    Pacific Financial Strategies
    Thousand Oaks, CA
  • 01/2017 → 05/2022
    C 3 Financial Strategies
    Newbury Park, CA
  • 05/2021 → Present
    Bakersfield Family Chiropractic
    Bakersfield, CA
  • 04/2023 → Present
    Pacific Financial Strategies
    Thousand Oaks, CA
  • 05/2020 → 03/2021
    Cendecon
    Los Angeles, CA
Previous Registrations
Other Businesses

Part time work as a Billing admin at a chiropractic office. Independent Health/Insurance Agent - Part time

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-29
  • S65 Uniform Investment Adviser Law Examination
    2017-06-29
Other Names
  • Ari Donahoe
  • Ariana Justine Donahoe

View on SEC IAPD

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Nearby Offices

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STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA

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