Jennifer
Donais
Concorde Asset Management, LLC
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About this Advisor
Jennifer Donais is a certified financial planner based in Williston, North Dakota, with a total of 7 years of industry experience. Donais is an employee of Concorde Asset Management, LLC. Donais has gained experience at Principal Life Ins Co, Princor Financial Services Corp, Donais Financial & Insurance Services, World Equity Group, Lebenthal And Co, LLC, Lebenthal Wealth Advisors, LLC, Concorde Investment Services, LLC and Concorde Asset Management, LLC. Donais has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Colorado, Minnesota, Montana, North Carolina, North Dakota, South Carolina and South Dakota. Concorde Asset Management, LLC is a registered investment business headquartered in Livonia, MI. It has offices in 40 locations and a total of 74 financial advisors. It administers $306 million in assets among its 2,371 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,371 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Concorde Asset Management, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by Concorde Asset Management, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Donais Work History
Jennifer has been registered as a financial advisor for 7 years.*
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Lebenthal And Co, LLC
Lebenthal Wealth Advisors, LLC
World Equity Group
Donais Financial & Insurance Services
Principal Life Ins Co
Princor Financial Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Donais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concorde Asset Management, LLC
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
