Unclaimed Profile

Jeffrey Robert Donaldson

DFN MANAGEMENT LLC.·TAMPA, Florida

Series 7, Series 63Clean record13 years registeredDFN MANAGEMENT LLC.

707 N. FRANKLIN STREET, TAMPA, FL 33602CRD# 2184103Firm CRD# 285057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Robert Donaldson · TAMPA, FL

Registration

CRD #2184103 · DFN MANAGEMENT LLC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DFN MANAGEMENT LLC.

DONALDSON FINANCIAL, LLC.

Jul 2013 – Dec 2016

LAND OF LAKES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 12, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DFN MANAGEMENT LLC.

CRD 285057 · SEC 801-129302

AUM

$155M

Regulatory assets under management

Employees

2 client accounts

Services offered by DFN MANAGEMENT LLC.

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DFN MANAGEMENT LLC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Robert Donaldson offer?

Jeffrey Robert Donaldson specializes in Retirement Planning.

What are Jeffrey Robert Donaldson's credentials?

Jeffrey Robert Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Robert Donaldson located?

Jeffrey Robert Donaldson is based in TAMPA, Florida, last registered with DFN MANAGEMENT LLC..

How does Jeffrey Robert Donaldson charge for services?

Jeffrey Robert Donaldson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DFN MANAGEMENT LLC.?

DFN MANAGEMENT LLC. has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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