Donna J. Medcalf

CALLAHAN ADVISORS

Houston, TX 77027

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CRD#: 4469940

Professional summary

Donna Jean Medcalf, who also goes by Donna Rowe Joiner, Donna Rowe, is a registered financial advisor currently at CALLAHAN ADVISORS, LLC located in Houston, Texas.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Donna has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Rowe Joiner | Donna Rowe

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Jean Medcalf's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 25, 2024 - Present

CALLAHAN ADVISORS, LLC

Office #1: 3555 Timmons Lane Suite 600, Houston, TX 77027

RIA

CRD#: 114058

Houston, TX

Past

July 13, 2018 - August 24, 2021

GRANITE HARBOR ADVISORS, INC.

RIA

CRD#: 179523

HOUSTON, TX

Past

March 12, 2015 - July 10, 2018

ASSET MANAGEMENT ADVISORS INC

RIA

CRD#: 105921

HOUSTON, TX

Past

December 29, 2014 - July 20, 2018

D.H. HILL SECURITIES, LLLP

CRD#: 41528

HOUSTON, TX

Past

October 13, 2011 - January 3, 2013

TRIAD ADVISORS LLC

CRD#: 25803

HOUSTON, TX

Past

July 25, 2003 - February 13, 2012

MBM SECURITIES, INC.

CRD#: 124850

HOUSTON, TX

Past

May 27, 2003 - January 3, 2013

BOK FINANCIAL ASSET MANAGEMENT, INC.

RIA

CRD#: 106507

HOUSTON, TX

Past

October 23, 2001 - September 2, 2003

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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".

CALLAHAN ADVISORS, LLC

CALLAHAN ADVISORS, LLC | CALLAHAN, LEIGHTON & CO., LLC

CRD#: 114058 / SEC#: 801-61981

RIA

Registered Investment Advisory firm - (4/25/2003 Approved)

Louisiana

Registered Investment Advisory firm - (3/17/2004 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/17/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/13/2010

General Securities Principal Examination

Current Firm

CALLAHAN ADVISORS, LLC

CALLAHAN ADVISORS, LLC | CALLAHAN, LEIGHTON & CO., LLC

CRD#: 114058 / SEC#: 801-61981

RIA

Registered Investment Advisory firm - (4/25/2003 Approved)

Louisiana

Registered Investment Advisory firm - (3/17/2004 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2010 Terminated)

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Contact information

Main Address

3555 Timmons Lane Suite 600, Houston, TX 77027

Mailing Address

Phone number

(713) 572-3366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,314
AUM (Assets Under Management)	$ 1,199,098,973

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.

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Advisor Monitoring

Firm Stability Insights

Donna J. Medcalf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Jean Medcalf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANITE HARBOR ADVISORS, INC.

ASSET MANAGEMENT ADVISORS INC

D.H. HILL SECURITIES, LLLP

TRIAD ADVISORS LLC

MBM SECURITIES, INC.

BOK FINANCIAL ASSET MANAGEMENT, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

CALLAHAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2002

Series 63

Date: 7/22/2000

SIE

Date: 7/20/2018

Series 7

Date: 9/5/2000

Series 24

Date: 9/13/2010

Current Firm

CALLAHAN ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALLAHAN ADVISORS, LLC

TRUST BUT VERIFY

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