Jon S. Mcdonald

NATALLIANCE SECURITIES

Austin, TX 78746

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CRD#: 1875717

Professional summary

Jon Stacy Mcdonald, who also goes by John Stacy Mcdonald, is a registered financial professional currently at NATALLIANCE SECURITIES, LLC located in Austin, Texas.

Jon is registered as a RR (Registered Representative) and started their career in finance in 1988. Jon has worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

John Stacy Mcdonald

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) - BD

Click below to view Jon Stacy Mcdonald'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®

None

Experience

Current

March 6, 2009 - Present

NATALLIANCE SECURITIES, LLC

Office #1: 3101 Bee Cave Rd Suite 270, Austin, TX 78746

CRD#: 39455

Austin, TX

Past

July 13, 1995 - February 27, 2009

TEJAS SECURITIES GROUP, INC.

CRD#: 36705

AUSTIN, TX

Past

August 2, 1993 - July 14, 1995

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

September 20, 1988 - August 2, 1993

CAPITOL SECURITIES GROUP, INC.

CRD#: 8094

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Louisiana
(2/8/2010)

Mississippi
(3/6/2009)

Texas
(3/6/2009)

Exams

State Security Law Exam

Series 63

Date: 10/10/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/21/1997

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

NATALLIANCE SECURITIES, LLC

CRD#: 39455 / SEC#: , 8-48723

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

3101 Bee Cave Rd Suite 800, Austin, TX 78701

Mailing Address

3101 Bee Cave Rd Suite 270, Austin, TX 78746

Phone number

(512) 609-1700

Established

Delaware since 12/31/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (46 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
NATALLIANCE HOLDING COMPANY LLC	OWNER
ADAMS, JASON	BOARD MEMBER	2690575
BRENNER, ANDREW SCOTT	BOARD MEMBER	1227535
BUSH, FRED COSTON	CFO/COO	3075024
CARREON, MICHELLE ELLIS	CCO	4861485
GIORDANO, MICHAEL JAMES	BOARD MEMBER	5942248
HENDRICKSON, GEORGE ALEXANDER BROWN	BOARD MEMBER	2382347
LIEPMAN, JOHN FRANCIS	BOARD MEMBER	2037298
LOERCH, SAMUEL JAMES	BOARD MEMBER	1195328
SALTER, MARK MYLES	BOARD MEMBER/CEO/PRESIDENT	1180139
TAYLOR, BRADFORD STEPHEN	BOARD MEMBER	5751455

Disclosures

Regulatory Event

Red Flags

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

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Firm Stability Insights

Jon S. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jon Stacy Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEJAS SECURITIES GROUP, INC.

MORGAN KEEGAN & COMPANY, LLC

CAPITOL SECURITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/10/1988

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 9/17/1988

Series 53

Date: 10/21/1997

FINRA

Current Firm

NATALLIANCE SECURITIES, LLC

Contact information

FINRA licenses (46 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

NATALLIANCE SECURITIES, LLC

TRUST BUT VERIFY

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