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Donna Oja Mathias

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Information

Other Names: Donna Fenley, Donna Oja Fenley
Firm:
Type: Dual Registration
Description

Donna Mathias is a financial professional at Edward Jones, a broker-dealer with over 16,100 registered representatives nationwide. Donna has held an industry securities registration for 8 years and is subject to SEC and FINRA oversight.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Edward Jones 9 years, 1 month Jun 2005 - Present
Southern Wesleyan University 5 months Jan 2005 - Jun 2005
Patriot Trading, Inc. 1 year, 9 months Mar 2003 - Dec 2004
Exams
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 07/06/2007
Uniform Securities Agent State Law ExaminationSeries 63 08/12/2005
General Securities Representative ExaminationSeries 7 08/08/2005

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Donna Oja Mathias has not answered any questions on Financial Q&A.

Top Guides

Donna Oja Mathias has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Banking or Thrift Institutions
Pension and Profit Sharing Plans
Charitable Organizations
Other
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
09/14/2011
10/05/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets