John B. Macdonald
Professional summary
John Brian Macdonald, CFP®, who also goes by John Brian Mcdonald, is a registered financial advisor currently at JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC located in Houston, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Brian Macdonald's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
March 6, 2020 - Present
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC
March 11, 2014 - December 31, 2019
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC
September 16, 2004 - December 31, 2007
JOHN B. MACDONALD, INC.
July 31, 1999 - April 10, 2000
AVANTAX INVESTMENT SERVICES, INC.
June 12, 1998 - July 30, 1999
NATIONAL PLANNING CORPORATION
November 6, 1996 - December 31, 1997
ADVANTAGE CAPITAL CORPORATION
July 26, 1995 - May 20, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 26, 1995 - May 20, 1996
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2020)
Exams
Current Firm
JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC
CRD#: 164711 / SEC#:
Contact information
Red Flags
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