Jeffrey S. Donovan
Professional summary
Jeffrey Scott Donovan, who also goes by Jeff Donovan, is a registered financial advisor currently at BTC FINANCIAL MANAGEMENT CO. located in Bethany, Missouri.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Donovan's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2014 - Present
BTC FINANCIAL MANAGEMENT CO.
Office #1: 3606 Miller Street, Bethany, MO 64424February 15, 2012 - December 31, 2013
NATIONS FINANCIAL GROUP, INC.
February 15, 2012 - December 31, 2013
NATIONS FINANCIAL GROUP, INC.
June 15, 2010 - May 10, 2011
NATIONS FINANCIAL GROUP, INC.
June 8, 2010 - May 10, 2011
NATIONS FINANCIAL GROUP, INC.
February 21, 2006 - December 10, 2009
LAWING FINANCIAL INC
February 17, 2006 - December 10, 2009
THE O.N. EQUITY SALES COMPANY
March 25, 2002 - February 13, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 4, 2000 - February 13, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 8, 1999 - November 4, 1999
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2025)
(5/1/2014)
Exams
Current Firm
BTC FINANCIAL MANAGEMENT CO.
CRD#: 170305 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 333 |
| AUM (Assets Under Management) | $ 38,546,309 |
Red Flags
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