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Andrew Mcdonald

Edward Jones

Colleyville, TX

CRD 7961778

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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 2024-10-17
  • TX RA
    APPROVED
    Since 2024-10-17

Branch Locations

1201 Hall-Johnson Road Suite 103, Colleyville, TX 76034-5917 • 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
Edward Jones St Louis MO 08/2024 Present
Medex North Llc Carrollton TX 07/2021 07/2024
Apex Systems Dallas TX 10/2020 07/2021
City Of Arlington Arlington TX 05/2015 03/2021
Baylor University Waco TX 08/2019 05/2020
Baylor University Waco TX 08/2016 05/2020
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
  • 07/2021 → 07/2024
    Medex North Llc
    Carrollton, TX
  • 10/2020 → 07/2021
    Apex Systems
    Dallas, TX
  • 05/2015 → 03/2021
    City Of Arlington
    Arlington, TX
  • 08/2019 → 05/2020
    Baylor University
    Waco, TX
  • 08/2016 → 05/2020
    Baylor University
    Waco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-15
  • S66 Uniform Combined State Law Examination
    2024-10-15
Other Names
  • Andrew D Mcdonald
  • Andrew Douglas Mcdonald

View on SEC IAPD

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