Tanner E. Doudna

TRUSTWELL FINANCIAL ADVISORS

Jacksonville, FL 32216

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CRD#: 6388648

Professional summary

Tanner Evans Doudna, CFP®, who also goes by Tanner Doudna, is a registered financial advisor currently at TRUSTWELL FINANCIAL ADVISORS, LLC located in Jacksonville, Florida.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tanner has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanner Doudna

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 Tanner Evans Doudna'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

July 25, 2017 - Present

TRUSTWELL FINANCIAL ADVISORS, LLC

Office #1: 8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216

RIA

CRD#: 108426

Jacksonville, FL

Past

October 13, 2014 - April 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

September 23, 2014 - April 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

TRUSTWELL FINANCIAL ADVISORS, LLC

TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO

CRD#: 108426 / SEC#: 801-120250

RIA

Registered Investment Advisory firm - (2/3/2021 Approved)

Florida

Registered Investment Advisory firm - (2/12/2021 Terminated)

Georgia

Registered Investment Advisory firm - (3/17/2021 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

Florida
(7/25/2017)

IAR

Texas
(2/3/2021)

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 66

Date: 10/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2014

General Securities Representative Examination

Current Firm

TRUSTWELL FINANCIAL ADVISORS, LLC

TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO

CRD#: 108426 / SEC#: 801-120250

RIA

Registered Investment Advisory firm - (2/3/2021 Approved)

Florida

Registered Investment Advisory firm - (2/12/2021 Terminated)

Georgia

Registered Investment Advisory firm - (3/17/2021 Terminated)

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Contact information

Main Address

8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216

Mailing Address

Phone number

(904) 996-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE & SUPPLEMENTS (3/7/2025)

Regulatory assets under management

Total Number of Accounts	988
AUM (Assets Under Management)	$ 218,548,065

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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Tanner E. Doudna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Evans Doudna's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTWELL FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUSTWELL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2014

SIE

Date: 4/10/2017

Series 7

Date: 9/23/2014

Current Firm

TRUSTWELL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTWELL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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