JM
Jerry W. Mcdonald
TRUEWEALTH ADVISORS
Hoover, AL 35244
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CRD#: 1636527
JM
Professional summary
Jerry W Mcdonald, who also goes by Jerry William Mcdonald, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Hoover, Alabama and CETERA WEALTH SERVICES, LLC located in Birmingham, Alabama.
Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jerry has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry William Mcdonald
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry W Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 31, 2022 - Present
TRUEWEALTH ADVISORS, LLC
Office #1: 2000 Southlake Park Suite 200, Hoover, AL 35244RIA
CRD#: 298838
Hoover, AL
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2000 Southlake Park Suite 200, Birmingham, AL 35244BD
CRD#: 13572
Birmingham, AL
Past
August 1, 2003 - January 3, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Birmingham, AL
Past
July 16, 2003 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Birmingham, AL
Past
June 14, 1999 - August 1, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
BIRMINGHAM, AL
Past
June 22, 1987 - July 24, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(1/31/2022)
RR
Alabama(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,439 |
| AUM (Assets Under Management) | $ 438,937,842 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUEWEALTH ADVISORS, LLC
CRD#: 298838Hoover, AL 35244TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
