JM
Jason R. Mcdonald
KESTRA ADVISORY SERVICES
LUTHERVILLE, MD 21093
Some features on this profile are disabled
CRD#: 2334507
JM
Professional summary
Jason Robert Mcdonald is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Lutherville, Maryland and KESTRA INVESTMENT SERVICES, LLC located in Lutherville, Maryland.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
Business Name: UMBC Investment Related: No Address: 1000 Hilltop Circle Baltimore MD 21250 Nature of Business: Other Other/None of the Above Teaching Position, Title or Relationship: Other,Part-time Teaching Position Start Date: 1/19/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: TeachingBusiness Name: Justin Retirement Capital Advisory Investment Related: Yes Address: 2330 West Joppa Road STE 175 Lutherville MD 21093 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: wealth management, financial advisory and retirement plans Start Date: 7/15/2002 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: wealth management, financial advisory and retirement plansBusiness Name: Justin Retirement Services, Inc. Investment Related: Yes Address: 2330 W Joppa Road STE 175 Lutherville MD 21093 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC; Other Other/None of the Above Pass through entity for business operations and compensation Position, Title or Relationship: Pass through entity for business operations and compensation Start Date: 7/15/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pass through entity for business operations and compensationBusiness Name: Rental property Investment Related: No Address: 2367 Boston St Baltimore MD 21224 Nature of Business: Real Estate Position, Title or Relationship: Principal Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Administrative DutiesBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Jason McDonald Investment Related: No Address: 13600 Wight Avenue Ocean City MD 21842 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 5/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner
CRS (Client Relationship Summary) - RIA
Click below to view Jason Robert Mcdonald's 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®
NoneExperience
Current
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2330 West Joppa Rd. Ste. 175, Lutherville, MD 21093RIA
CRD#: 283330
LUTHERVILLE, MD
Current
July 15, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2330 West Joppa Rd. Ste. 175, Lutherville, MD 21093BD
CRD#: 42046
LUTHERVILLE, MD
Past
January 19, 2005 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
LUTHERVILLE, MD
Past
September 26, 1994 - May 16, 2002
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
April 13, 1993 - November 1, 1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 13, 1993 - November 1, 1994
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
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
RR
California(3/6/2008)
RR
Colorado(10/24/2017)
RR
Delaware(7/27/2009)
RR
Florida(7/26/2012)
RR
Georgia(1/5/2021)
RR
Maine(2/4/2025)
RR
Maryland(7/15/2002)
IAR
Maryland(4/20/2016)
RR
Massachusetts(5/14/2025)
RR
New Jersey(5/1/2009)
RR
New York(2/12/2016)
RR
North Carolina(5/26/2009)
RR
Pennsylvania(8/28/2012)
RR
South Carolina(1/29/2016)
RR
Virginia(5/18/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
