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Don Preston Hartshorne

Edward Jones

Tallahassee, FL

CRD 5158015

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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_RES 2018-12-07
FL RA APPROVED 2007-04-30
  • TX RA
    APPROVED_RES
    Since 2018-12-07
  • FL RA
    APPROVED
    Since 2007-04-30

Branch Locations

3325 Thomasville Rd Suite B, Tallahassee, FL 32308 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2006 Present
Other Businesses

Youtube page Happy_hartshornes Type of business: Content creation Tallahassee, FL Start date: 1/2/2008 Youtube Content Creator Hours per week: 2 Hours during trading: 0 Creating youtube content of mostly outdoor activities like camping, fishing, hiking, boating, travel and reviews.*** www.flpanhandleoutdoors.com Type of business: website Tallahassee, FL Start date: 11/22/2023 Content Creator Hours per week: 0 Hours during trading: 0 Creating content and information for outdoor activities like camping, fishing, hiking and travel.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-23
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2007-04-23
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Designations
  • Certified Financial Planner
Other Names
  • Don P Hartshorne

View on SEC IAPD

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