Edward A. Mcdonough

MCDONOUGH CAPITAL MANAGEMENT

Orlando, FL 32819

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CRD#: 1701165

Professional summary

Edward Aloysius Mcdonough, CFP®, who also goes by Edward A Mcdonough, is a registered financial advisor currently at MCDONOUGH CAPITAL MANAGEMENT, INC. located in Orlando, Florida and JACKSON WEALTH MANAGEMENT, LLC located in Orlando, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Edward has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward A Mcdonough

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.

1) MCDONOUGH CAPITAL MANAGEMENT(RIA); INVESTMENT-RELATED; ORLANDO, FL; REGISTERED INVESTMENT ADVISOR; PRESIDENT/CCO; 80 HRS/MO; 4 HRS DURING TRADING; INVESTMENT ADVICE, TRADING, MONITORING. 2) RENT 1 HOUSE ; NON INVESTMENT-RELATED; ORLANDO, FL; RENTAL PROPERTY; LANDLORD; 1990; 0.5 HR/MO; 0 HRS DURING TRADING; SIGN LEASES,COLLECT RENT. 3) Jackson Wealth Management; investment-related; Heathrow, FL; wealth management; portfolio management, strategic alliance; 4/1/2016; 0 hrs/mo; 0 hrs during trading; no specific duties at this time. 4) McDonough Capital Management, Inc; investment-related; Orlando,FL; taxes preparation; investment advisor; 1/1/2017; 5 hrs/mo; 0.3 hrs during trading; assist in preparation of client tax returns per engagement, data collection, coordination tax prep. 5) McDonough Capital Management, Inc; investment-related; Orlando, FL; life insurance; insurance agent; 1/1/2000; 3 hrs/mo; 0.5 hrs during trading; offer various forms of life insurance, present life insurance options to clients requesting our assistance in this area, term, fixed and variable insurance 6) McDonough Wealth Management,LLC; investment-related; Guaynabo, PR; registered investment advisor; President; 12/2019; 80 hrs/mo; 4 hrs during trading; acting as sub advisor to McDonough Capital Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Aloysius Mcdonough'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: 1994

Experience

Current

November 14, 2008 - Present

MCDONOUGH CAPITAL MANAGEMENT, INC.

Office #1: 6000 Turkey Lake Road Suite 212, Orlando, FL 32819

RIA

CRD#: 143767

Orlando, FL

Current

May 4, 2016 - Present

JACKSON WEALTH MANAGEMENT, LLC

Office #1: 6000 Turkey Lake Road Suite 212, Orlando, FL 32819

RIA

CRD#: 147642

Orlando, FL

Past

March 11, 2022 - December 31, 2024

MCDONOUGH WEALTH MANAGEMENT LLC

RIA

CRD#: 314989

GUAYNABO, PR

Past

December 13, 2021 - October 4, 2022

ALTIOR CAPITAL

RIA

CRD#: 316734

Windermere, FL

Past

November 2, 2011 - December 31, 2021

TRIAD ADVISORS LLC

CRD#: 25803

ORLANDO, FL

Past

August 12, 2009 - October 31, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ORLANDO, FL

Past

November 14, 2008 - December 31, 2010

MCDONOUGH CAPITAL MANAGEMENT, INC.

RIA

CRD#: 143767

ORLANDO, FL

Past

April 16, 1999 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ORLANDO, FL

Past

April 16, 1999 - October 31, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ORLANDO, FL

Past

August 20, 1987 - April 21, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

JACKSON WEALTH MANAGEMENT, LLC

CRD#: 147642 / SEC#: 801-69469

RIA

Registered Investment Advisory firm - (8/25/2008 Approved)

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

Florida
(11/14/2008)

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: 12/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/12/1999

General Securities Principal Examination

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

CRD#: 147642 / SEC#: 801-69469

RIA

Registered Investment Advisory firm - (8/25/2008 Approved)

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Contact information

Main Address

755 Primera Blvd Suite 1001, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 585-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACKSON WEALTH MANAGEMENT LLC REVISED ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,107
AUM (Assets Under Management)	$ 856,743,444

Red Flags

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Edward A. Mcdonough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Aloysius Mcdonough's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON WEALTH MANAGEMENT, LLC

MCDONOUGH WEALTH MANAGEMENT LLC

ALTIOR CAPITAL

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MCDONOUGH CAPITAL MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

JACKSON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1998

Series 63

Date: 8/27/1987

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1987

Series 24

Date: 10/12/1999

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACKSON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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