Jeff A. Mcmahan

MCMAHAN CAPITAL MANAGEMENT

CARMEL, IN 46032

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CRD#: 1246764

Professional summary

Jeff Alan Mcmahan, CFP® is a registered financial advisor currently at MCMAHAN CAPITAL MANAGEMENT located in Carmel, Indiana.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jeff has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Alan Mcmahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

December 8, 1998 - Present

MCMAHAN CAPITAL MANAGEMENT

Office #1: 316 W. Main St., Carmel, IN 46032

RIA

CRD#: 109140

CARMEL, IN

Past

December 1, 1994 - June 10, 1998

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

September 1, 1993 - November 29, 1994

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

May 12, 1992 - September 1, 1993

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

December 15, 1989 - May 13, 1992

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

June 27, 1989 - December 8, 1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

June 27, 1989 - December 8, 1989

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

January 17, 1989 - June 12, 1989

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 19, 1985 - February 6, 1989

MCMAHAN FINANCIAL CORPORATION

CRD#: 14837

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCMAHAN CAPITAL MANAGEMENT

MCMAHAN CAPITAL MANAGEMENT | MCMAHAN, JEFF A. | MCMAHAN CAPITAL MANAGEMENT LLC

CRD#: 109140 / SEC#: 801-131548

RIA

Registered Investment Advisory firm - (11/27/2024 Approved)

California

Registered Investment Advisory firm - (12/13/2024 Terminated)

Indiana

Registered Investment Advisory firm - (12/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/28/2000)

IAR

Indiana
(12/8/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/1984

General Securities Principal Examination

Current Firm

MCMAHAN CAPITAL MANAGEMENT

MCMAHAN CAPITAL MANAGEMENT | MCMAHAN, JEFF A. | MCMAHAN CAPITAL MANAGEMENT LLC

CRD#: 109140 / SEC#: 801-131548

RIA

Registered Investment Advisory firm - (11/27/2024 Approved)

California

Registered Investment Advisory firm - (12/13/2024 Terminated)

Indiana

Registered Investment Advisory firm - (12/4/2024 Terminated)

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Contact information

Main Address

316 West Main Street, Carmel, IN 46032

Mailing Address

Phone number

(317) 573-2202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCMAHAN CAPITAL MANAGEMENT BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 115,763,721

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeff A. Mcmahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Alan Mcmahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

LONDON PACIFIC SECURITIES, INC.

SECURITIES AMERICA, INC.

FSC SECURITIES CORPORATION

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

FSC SECURITIES CORPORATION

MCMAHAN FINANCIAL CORPORATION

Primary Firm SEC Registration

MCMAHAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1999

Series 63

Date: 5/23/1988

Series 7

Date: 2/18/1984

Series 24

Date: 3/14/1984

Current Firm

MCMAHAN CAPITAL MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCMAHAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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