DW
Donovan R. Weldon
CETERA INVESTMENT ADVISERS LLC
BEAUMONT, TX 77703-1896
Some features on this profile are disabled
CRD#: 7558850
DW
Professional summary
Donovan Ray Weldon II, who also goes by Donovan R Weldon II, Donovan Ray Weldon, Donovan Weldon Ii, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Beaumont, Texas and CETERA WEALTH SERVICES, LLC located in Beaumont, Texas.
Donovan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Donovan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donovan R Weldon Ii | Donovan Ray Weldon | Donovan Weldon Ii
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.
1) AMPER, LLC POSITION: Manager NATURE: Holding company for C&I Oil of Beaumont. This entity is no longer active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2019 ADDRESS: 7683 Garrison Road, Orange TX 77630, United States DESCRIPTION: No responsibilities for this company. It acted as a holding company. 2) THE GIVING COUCH POSITION: Board member NATURE: This is a Christian based nonprofit organization that focuses on spreading information and education on bible readings with an emphasis on women. They also share motivational and inspirational testimonies in regards to Christian based faith. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2022 ADDRESS: 10021 Woodpark Circle, Orange TX 77630; I am a board member with hands off duties. I meet with the other board members quarterly to discuss the overall health and vision of the organization. This may include budgeting, marketing, and activities that the organization's team members plan and put into action. 3) EDGAR, KIKER & CROSS, PC CPAS AND CONSULTANTS POSITION: I do not hold a position with Edgar, Kiker & Cross, PC CPAs. I am technically an employee but my position is with EKC Advisors, LLP NATURE: I am technically an employee of Edgar, Kiker & Cross, PC CPAs as they pay payroll for EKC Advisors, LLP. Then EKCAdvisors pays expenses back to Edgar, Kiker & Cross, PC CPAs. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2022 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: I have no duties or responsibilities for Edgar, Kiker & Cross, PC CPAs. 4) EKC ADVISORS, PLLC POSITION: Associate Financial Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/18/2022 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: My duties toEKC Advisors, LLP will include setting up new clients and preparing meetings for financial advisors to meet with clients. I will be providing financial and planning advice and placing trades for clients that follow the rules, policies, and procedures that are derived by Avantax by following RegBI, client suitability, and investment objectives that place the client's needs first. I will alsoreview compliance related topics. I will also keep client info up to date and assist in our filing systemto beaccurate and organized. Please note that while I am compensated by EKC CPA, I have no duties tied to EKC CPA. 5) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: agent NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2024 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featuredpartners.
CRS (Client Relationship Summary) - RIA
Click below to view Donovan Ray Weldon II's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3440 Eastex Freeway, Beaumont, TX 77703-1896RIA
CRD#: 105644
BEAUMONT, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3440 Eastex Freeway, Beaumont, TX 77703-1896BD
CRD#: 13572
BEAUMONT, TX
Past
October 31, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Beaumont, TX
Past
August 15, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BEAUMONT, TX
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
