Jerry McDonald has been an investment adviser representative at TrueWealth Advisors since January 2022, and is not listed among the firm’s executive officers or direct owners.
Truewealth Advisors, LLC is a Hoover, AL firm with $547M under management, 1,104 clients and 13 advisers across 10 offices, as of its August 2026 filing.
Jerry McDonald’s longest registration was 18 years at Concourse Financial Group Advisors (2003–2022). Before joining TrueWealth Advisors in 2022, Jerry McDonald was registered through Concourse Financial Group Advisors and Veravest Investment Advisors, Inc.
- Truewealth Advisors, LLCCurrent– present · 4 yearsHoover, AL · Adviser representative · Firm CRD 298838
- Concourse Financial Group Advisors– · 18 yearsBirmingham, AL · Adviser representative · Firm CRD 15708
- Veravest Investment Advisors, Inc.– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Jerry McDonald is registered as an investment adviser representative in Alabama, since January 2022.
- AlabamaSince 31 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jerry W McDonald
- CRD
- 1636527
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 2000 SOUTHLAKE PARK, SUITE 200, Hoover, AL 35244
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jerry McDonald work?
Jerry McDonald is an investment adviser representative registered through Truewealth Advisors, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jerry McDonald a financial advisor?
Yes. Jerry McDonald has a current investment-adviser registration in Alabama, through TrueWealth Advisors since January 2022.
How many years of experience does Jerry McDonald have?
Jerry McDonald has 39 years in the financial industry, since June 1987, across 3 adviser firms.
What exams has Jerry McDonald passed?
Jerry McDonald has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in May 1987. FINRA credited Jerry McDonald with the SIE, which began in October 2018.
Where did Jerry McDonald work before TrueWealth Advisors?
Before TrueWealth Advisors, Jerry McDonald was registered through Concourse Financial Group Advisors, August 2003 to January 2022; Veravest Investment Advisors, Inc., June 1999 to August 2003.
Where is Jerry McDonald based?
Jerry McDonald’s registered office is in Hoover, AL.
Is Jerry McDonald registered with FINRA?
Yes. Jerry McDonald has a current broker registration, under CRD 1636527.
Source: FINRA BrokerCheck
How can I verify Jerry McDonald’s record?
Search CRD 1636527 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jerry McDonald’s full registration record.
