Best Investors Account Sign in
Inactive

Jordan Michael Whitledge

Donaldson Capital Management LLC

Evansville, IN

Claim This Profile
Current Employers
Donaldson Capital Management Llc

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-10-04
  • IN RA
    APPROVED
    Since 2022-10-04

Branch Locations

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • 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
Ss&C Technologies Evansville IN 07/2014 10/2016
Old National Wealth Management Evansville IN 11/2016 06/2022
Donaldson Capital Management Evansville IN 06/2022 Present
  • 07/2014 → 10/2016
    Ss&C Technologies
    Evansville, IN
  • 11/2016 → 06/2022
    Old National Wealth Management
    Evansville, IN
  • 06/2022 → Present
    Donaldson Capital Management
    Evansville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-04
  • S65 Uniform Investment Adviser Law Examination
    2022-10-04

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KCPAG FINANCIAL ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC
KOVACK ADVISORS, INC.
EDWARD JONES

Other Investors

BRANDON LEE HAYES
HEMA VYAS
KAREN MARIE LIVELY
BENJAMIN L FRANZ
Elizabeth Ann Alles
JAY DAN JACOBS
Joshua Rude
RYAN ALLEN HAYES

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN
KCPAG FINANCIAL ADVISORS LLC · EVANSVILLE, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · EVANSVILLE, IN
MML INVESTORS SERVICES, LLC · Evansville, IN
KOVACK ADVISORS, INC. · Evansville, IN
EDWARD JONES · EVANSVILLE, IN

More in Evansville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor