DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jamie William Mcdonald
Certified Financial Planner
Feed of 09/15/2026
At current firm
10 y
since Jun 16, 2016
In the industry
23 y
since Sep 5, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Nations Financial Group, Inc. independent RIA currentsince Jun 16, 2016 · Cedar Rapids, Ia
- Heacock & Jones Financial Services, Inc. formerJan 20, 2016 to Jul 18, 2016 · Dubuque, Ia
- Eagle Strategies LLC BD affiliatedAug 31, 2011 to Jan 18, 2012 · Bellevue, Ia
- Vsr Advisory Services formerJul 2, 2010 to Jul 22, 2011 · Overland Park, Ks
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedJun 30, 2005 to Jul 7, 2010 · Dubuque, Ia
- Strong Capital Management Inc unclassifiedSep 9, 2003 to Apr 7, 2004 · Menomonee Falls, Wi
Moves
a registration end followed by a registration begin elsewhere
- Heacock & Jones Financial Services, Inc. to Nations Financial Group, Inc.left Jul 18, 2016, registered Jun 16, 2016 (-32 days) · Other
- Eagle Strategies LLC to Heacock & Jones Financial Services, Inc.left Jan 18, 2012, registered Jan 20, 2016 (1463 days) · Other
- Vsr Advisory Services to Eagle Strategies LLCleft Jul 22, 2011, registered Aug 31, 2011 (40 days) · Other
- Berthel Fisher & Company Financial Services, Inc. to Vsr Advisory Servicesleft Jul 7, 2010, registered Jul 2, 2010 (-5 days) · Other
- Strong Capital Management Inc to Berthel Fisher & Company Financial Services, Inc.left Apr 7, 2004, registered Jun 30, 2005 (449 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address