Donna Jean Young

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 09/2019
  Summit Brokerage Services, Inc.
  Van Buren, AR
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2004 → 05/2021
  Summit Financial Group Inc
  Van Buren, AR
• 06/2023 → 12/2024
  Magical Tours Inc
  Van Buren, AR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-01-02 → 2021-05-20
  Summit Financial Group Inc
  Van Buren, AR
• 1998-11-04 → 2004-01-06
  Morgan Stanley Dw Inc.
  Little Rock, AR

Other Businesses

1) ARKANSAS ARTS COUNCIL; SINCE 06/01/2007; 1500 TOWER BUILDING, 323 CENTER STREET SUITE 1500, LITTLE ROCK, AR, 72201; Chairman; meet quarterly. Share information about creative economy within the region represented. Assist panels who judge various competitions. Assist panels who review grant applications. Conduct meetings and appear at functions.; 2 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS 2) DELTA INVESTMENT MANAGEMENT & FINANCIAL CENTER, INC; SINCE 11/23/2003; SAME AS BRANCH ADDRESS; PRESIDENT; value small businesses; Business appraiser; RARELY SPENT TIME ON ACTIVITY PER MONTH, NEVER DURING TRADING HOURS 3) HEALTH INSURANCE; SINCE 05/16/2016; 1110 MAIN STREET, VAN BUREN, AR, 72956; AGENT; enroll individuals in health plans; 50 HOURS SPENT ON ACTIVITY PER MONTH, 10 DURING TRADING HOURS; 4) NAME OF OTHER BUSINESS: WESTERN ARKANSAS COMMUNITY FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 5111 ROGERS AVE., FORT SMITH, AR, 72903, NATURE OF BUSINESS: NON-PROFIT, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DISTRIBUTE MONEY TO LOCAL CHARITIES AND NON-PROFITS; 5) NAME OF OTHER BUSINESS: CO-TRUSTEE FOR CLIENT'S TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TRUSTEE; START DATE: 4/2008; POSITION/TITLE/RELATIONSHIP: CO-TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DISTRIBUTE ASSETS TO BENEFICIARIES NAMED IN TRUST UPON DEATH OF CURRENT TRUSTEE;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-26
• S63 Uniform Securities Agent State Law Examination
  1984-01-07

Designations

• Certified Financial Planner

Other Names

• Donna Jean Musgrave
• Donna Jean (Price) Young
• Donna J Lillard
• Donna Jean Price