Donald A. Jacobus
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Andrews Jacobus was a registered financial advisor .
Donald is a previously registered financial advisor and started their career in finance in 1956. Donald had worked at 4 firms and has passed the Series 63, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 27, 1998 - September 9, 2015
WHITEHALL-PARKER SECURITIES, INC.
August 28, 1992 - September 9, 2015
WHITEHALL-PARKER SECURITIES, INC.
February 7, 1992 - August 28, 1992
FSC SECURITIES CORPORATION
December 11, 1989 - February 7, 1992
BRITSON INVESTMENTS, INC.
September 21, 1956 - December 31, 1989
SKAIFE & COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 7/24/1956
Registered Representative ExaminationCurrent Firm
WHITEHALL-PARKER SECURITIES, INC.
CRD#: 10608 / SEC#: , 8-27688
Contact information
FINRA licenses (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 20,000,000 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
