Jerry W Mcdonald
Investment adviser representative at Truewealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
ChFC®Designation
$547.5MFirm assets
Are you Jerry W Mcdonald? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Cetera Wealth Services, LLCFeb 2025 to now
- Truewealth Advisors, LLCJan 2022 to now
- (dba) Jerry Mcdonald Financial Services LLCMay 2007 to now
- Concourse Financial Services SecuritiesJul 2003 to Feb 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (AL).
Truewealth Advisors, LLC
$547.5MAssets managed
1,104Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636527
- Firm CRD
- 298838