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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Donald Matthew Storm

Advisor at EDWARD JONES

PUEBLO WEST, CO

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Search this name across graphsid dfx:ria:d865eb0f-a773-f189-e782-263939c72d91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2008 to Sep 14, 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2008
First registration: Sep 10, 2008
Dual registered: yes, broker-dealer
Other names: DONALD STORM
IAPD individual key: 5555633

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
EDWARD JONES	National bd RIA	Feb 17, 2017	n/a	yes	PUEBLO WEST, CO	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 3, 2016	Mar 17, 2017	no	Pueblo West, CO	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 30, 2012	Oct 4, 2016	no	PUEBLO, CO\|Pueblo, CO\|Pueblo, CO\|Pueblo, CO	Previous registration
EDWARD JONES	National bd RIA	Sep 10, 2008	Jun 29, 2011	no	ST LOUIS, MO\|COLORADO CITY, CO\|PUEBLO, CO	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	EDWARD JONES	Mar 17, 2017	Feb 17, 2017	-28	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 4, 2016	Oct 3, 2016	-1	Firm change	Other
EDWARD JONES	U.S. BANCORP INVESTMENTS, INC.	Jun 29, 2011	May 30, 2012	336	Firm change	Other

Relationships

Registered with (3)

→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 10, 2008 to Jun 29, 2011factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 3, 2016 to Mar 17, 2017factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
May 30, 2012 to Oct 4, 2016factForm ADV

Dated events

No dated event names this entity yet.