Jonna L. Dondero
Professional summary
Jonna Lynn Dondero, who also goes by Jonna Lynn Dondero, Jonna Dondero Sheehy, is a registered financial professional currently at HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.
Jonna is registered as a RR (Registered Representative) and started their career in finance in 1994. Jonna has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonna Lynn Dondero's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2022 - Present
HOMESTEAD FINANCIAL SERVICES CORP.
Office #1: 4301 Wilson Boulevard, Arlington, VA 22203May 10, 2019 - May 23, 2022
FORESIDE FUND SERVICES, LLC
October 1, 2015 - January 9, 2018
PZENA FINANCIAL SERVICES, LLC
March 27, 2013 - December 31, 2014
TOUCHSTONE ADVISORS INC
March 27, 2013 - May 15, 2015
TOUCHSTONE SECURITIES, INC.
April 1, 2011 - December 31, 2012
QUASAR DISTRIBUTORS, LLC
January 1, 2010 - March 14, 2011
INVESCO ADVISERS, INC.
September 5, 2005 - January 1, 2010
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
June 1, 2001 - March 3, 2011
INVESCO DISTRIBUTORS, INC.
June 29, 1994 - May 16, 2001
AMUNDI DISTRIBUTOR US, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 62
Date: 4/24/2006
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
HOMESTEAD FINANCIAL SERVICES CORP.
CRD#: 26643 / SEC#: , 8-42682
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NRECA UNITED HOLDINGS, INC. | HOLDING COMPANY OF NRECA SUBSIDIARIES | |
| CIVEROLO, BETH ANNE | VICE PRESIDENT AND DIRECTOR | 2643410 |
| DI MAURO, AMY MERRILL | TREASURER, DIRECTOR, FINANCIAL AND OPERATIONS PRINCIPAL, CHIEF AND PRINCIPAL FINANCIAL OFFICER, AND PRINCIPAL OPERATIONS OFFICER | 4731228 |
| OLLIVIERRE, MONICA LYNN | SECRETARY | 4036059 |
| SIEVERLING, DANIELLE CHERIE | CHIEF COMPLIANCE OFFICER | 4918493 |
| WEBSTER, JENNIFER LAUREL | PRESIDENT AND DIRECTOR | 1438190 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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