Jennifer Lynn Donais
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$598.4MFirm assets
Are you Jennifer Lynn Donais? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Concorde Asset Management, LLCJun 2016 to now
- Concorde Investment Services, LLCJun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CO, FL, KY, MD, MN, MT, NC, ND, SC, SD, TX, WY).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 5854794
- Firm CRD
- 140367