Jerry W Mcdonald

Current Employers

Employment History

• 07/2003 → 02/2025
  Concourse Financial Services Securities
  Birmingham, AL
• 05/2007 → Present
  (Dba) Jerry Mcdonald Financial Services Llc
  Birmingham, AL
• 01/2022 → Present
  Truewealth Advisors
  Hoover, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Birmingham, AL

Previous Registrations

• 2003-08-01 → 2022-01-03
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
• 1999-06-14 → 2003-08-01
  Veravest Investment Advisors, Inc.
  Birmingham, AL

Other Businesses

TRUEWEALTH ADVISORS, LLC; Investment Related; 2000 Southlake Park, Suite 200, Birmingham, AL 35244; Start Date 01/2022; 40 hours per month with those 40 hours per month occurring during trading hours; Independent Investment Advisor providing fee based planning for clients. >> (dba) JERRY MCDONALD FINANCIAL SERVICES, LLC; Investment Related; 4908 Cahaba River Rd, Ste 104, Birmingham, AL 35243; Owner/Financial Adviser; Start Date 05/2007; 160 HPM; Offer fixed annuity, variable annuity and life insurance product sales and service as well as financial planning services. >> COMMONWEALTH LIFE AND ANNUITY; Investment Related; 4908 Cahaba River Rd, Ste 104, Birmingham, AL 35243; Financial Services; Financial Adviser; Start Date 09/1985; 8 hours per month with those 8 hours occurring during trading hours; Financial Adviser receiving trail commissions from client accounts with prior employer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-30
• S63 Uniform Securities Agent State Law Examination
  1987-05-19

Designations

Other Names

• Jerry William Mcdonald