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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

JENNIFER LYNN DONAIS

Advisor at CONCORDE ASSET MANAGEMENT, LLC

Williston, ND | ANN ARBOR, MI | Mesa, AZ

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Search this name across graphsid dfx:ria:d78db70a-3a48-6909-45b3-9bcb9f271195

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCORDE ASSET MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 14
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 27, 2010
First registration: Aug 7, 2012
Dual registered: yes, broker-dealer
Other names: JENNIFER LYNN DORAIS
IAPD individual key: 5854794

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Jul 8, 2016	n/a	yes	Williston, ND\|ANN ARBOR, MI\|Mesa, AZ	Current employment
LEBENTHAL WEALTH ADVISORS, LLC	Former SEC adviser	Nov 2, 2015	Jul 5, 2016	no	Williston, ND\|NEW YORK, NY	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Aug 6, 2013	Oct 26, 2015	no	SCHAUMBURG, IL\|SCHAUMBURG, IL\|PALM DESERT, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 7, 2012	Aug 5, 2013	no	RANCHO MIRAGE, CA\|IRVINE, CA\|RANCHO MIRAGE, CA\|WILLISTON, ND	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEBENTHAL WEALTH ADVISORS, LLC	CONCORDE ASSET MANAGEMENT, LLC	Jul 5, 2016	Jul 8, 2016	3	Firm change	Other
WORLD EQUITY GROUP, INC.	LEBENTHAL WEALTH ADVISORS, LLC	Oct 26, 2015	Nov 2, 2015	7	Firm change	Other
PRINCIPAL SECURITIES, INC.	WORLD EQUITY GROUP, INC.	Aug 5, 2013	Aug 6, 2013	1	Firm change	Other

Relationships

Registered with (4)

→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 8, 2016 to presentfactForm ADV
→ LEBENTHAL WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 2, 2015 to Jul 5, 2016factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Aug 6, 2013 to Oct 26, 2015factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 7, 2012 to Aug 5, 2013factForm ADV

Dated events

No dated event names this entity yet.