Five Star award winner Joseph "Jody" Donovan

PROFESSIONAL PROFILE

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Joseph "Jody" Donovan

Financial Advisor

LPL Financial

123 W San Antonio St

Fredericksburg, TX 78624

Office: 830-997-4763

joseph.donovan@lpl.com
www.JosephFinancialPartners.com

Personal Attention

Our Mission is to partner with our clients on all of their significant financial decisions by providing independent advice, appropriate education and extraordinary service; all delivered with the integrity that holds their financial needs above our own.

Jody graduated from Fredericksburg High School and then the University of Houston with a Bachelor of Business Administration in Marketing. He also received his Sales Professional Certificate from the Program for Excellence in Selling at the Bauer College of Business.

He began his financial career with Wells Fargo Bank as a Personal Banker in Houston. He later received his Securities licenses Series 7, 66* and Group 1 Insurance licenses with Wells Fargo Investments in 2004. After 5 years of helping clients at Wells Fargo Investments he joined his mother, Sharon Joseph and Joseph Financial Partners in January 2009.

Jody enjoys helping and educating others so community involvement is important to him. He volunteers for FISD Community Education, teaching classes on financial matters. He reads to Fredericksburg Elementary School kids as a mentor and to Bethany Preschooler kids. Jody is a 2010 graduate of the Gillespie County Leadership program where he served as class President. He also served on the Gillespie County Historical Society Board where he Chaired and managed the Roots Music Concerts fundraisers for 5 years.

He currently volunteers as President of the Fredericksburg Dog Park Association, Past President of the Fredericksburg Rotary Club and Chair of the Underwriting Committee for the Hill Country Memorial Hospital Foundation Gala. He is also a Board Member for The Hill Country Memorial Foundation Investment Committee. He is a member of and volunteers for Bethany Lutheran Church as the Chair of the Bethany Ramp Team, building ramps for local handicapped residents providing access to their homes.

He enjoys watching sports, mostly the Cowboys and Astros. He also enjoys live music, playing golf and is a dedicated husband and dog person. He brings his Great Dane, Molly, and Australian German Shepherd, Waylon, to work everyday to lounge in his office together.

* currently held with LPL Financial

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This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Securities offered through LPL Financial. Member FINRA/SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.