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Donald M Jereb

Lincoln Investment

Crystal Lake, IL

Independence, OH

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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-02-27
  • OH RA
    APPROVED
    Since 2017-02-27

Branch Locations

Crystal Lake, IL • United States

2 Summit Park Drive, Suite Suite 210, Independence, OH 44131 • 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
01/2017 Palm Beach Gardens FL 01/2015 Present
Lincoln Investment Independence OH 01/2017 Present
Legend Advisory Corporation Palm Beach Gardens FL 02/2017 09/2019
  • 01/2015 → Present
    01/2017
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Independence, OH
  • 02/2017 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
Previous Registrations
  • 2017-03-09 → 2019-10-04
    Legend Advisory, Llc
    Independence, OH
    Palm Beach Gardens, FL
Other Names
  • Donald Jereb

View on SEC IAPD

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