JM
Jason M. Mckenna
THE PINNACLE FINANCIAL GROUP
UNIONDALE, NY 11556
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CRD#: 2785378
JM
Professional summary
Jason Morgan Mckenna, CFP®, who also goes by Jason Mckenna, is a registered financial advisor currently at THE PINNACLE FINANCIAL GROUP located in Uniondale, New York and LPL FINANCIAL LLC located in Uniondale, New York.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
Education Planning
Estate Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Long-term Care
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jason Mckenna
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)9/20/13-DBA ONLY/MCKENNA FINANCIAL PLANNING/50%/UNIONDALE,NY (2)01/14/2014- THE PINNACLE FINANCIAL GROUP -REGISTERED INVESTMENT ADVISOR - THE PINNACLE FINANCIAL GROUP - PROVIDE INVESTMENT ADVICE - TIME SPENT 50% UNIONDALE, NY. (3) 11/4/2014 - NON-VARIABLE INSURANCE - 1 HOUR PER MONTH/0 HOURS DURING TRADING - UNIONDALE, NY.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Morgan Mckenna'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®
CFP®
Start date: 2005
Experience
Current
August 17, 2021 - Present
THE PINNACLE FINANCIAL GROUP
Office #1: 626 Rxr Plaza, Uniondale, NY 11556RIA
CRD#: 164395
UNIONDALE, NY
Current
September 20, 2013 - Present
LPL FINANCIAL LLC
Office #1: 626 Rxr Plaza, Uniondale, NY 11556RIA
BD
CRD#: 6413
UNIONDALE, NY
Past
May 29, 2009 - September 23, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MELVILLE, NY
Past
May 25, 2006 - June 4, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MELVILLE, NY
Past
September 8, 1997 - June 15, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
February 25, 1997 - September 16, 1997
RENAISSANCE FINANCIAL SECURITIES CORP.
BD
CRD#: 10735
Past
August 21, 1996 - February 21, 1997
STERLING FOSTER & COMPANY, INC.
BD
CRD#: 36052
UNIONDALE, 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".
TP
THE PINNACLE FINANCIAL GROUP
ARGILLO FINANCIAL GROUP | THE PINNACLE FINANCIAL GROUP | PROSPECT FINANCIAL SERVICES, LLC | PINNACLE WEALTH STRATEGIES GROUP | PINNACLE FINANCIAL CONSULTANTS | PENSION AND WEALTH CONSULTANTS | NSI GROUP | NORTH STAR WEALTH INVESTORS LLC | NORTH STAR WEALTH INVESTORS | NORTH FORK WEALTH MANAGEMENT | MELANDER WEALTH MANAGEMENT | MCKENNA FINANCIAL PLANNING | MARIO MOLINO AND ASSOCIATES | FLAGSHIP WEALTH MANAGEMENT GROUP | FIA FINANCIAL | COLEMAN INVESTMENT MANAGEMENT | ATLANTIC FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
RIA
Registered Investment Advisory firm - (11/9/2012 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(9/20/2013)
RR
Colorado(10/3/2013)
RR
Connecticut(9/20/2013)
RR
District of Columbia(9/20/2013)
RR
Florida(9/20/2013)
RR
Georgia(9/23/2021)
RR
Idaho(1/23/2024)
RR
Illinois(7/12/2021)
RR
Maryland(10/6/2020)
RR
Massachusetts(9/20/2013)
RR
Nebraska(7/31/2023)
RR
Nevada(4/10/2024)
RR
New Jersey(9/20/2013)
RR
New York(9/20/2013)
IAR
New York(8/17/2021)
RR
Oregon(10/3/2013)
RR
Pennsylvania(8/21/2018)
RR
South Carolina(1/6/2015)
RR
Texas(11/8/2021)
RR
Virginia(9/20/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TP
THE PINNACLE FINANCIAL GROUP
ARGILLO FINANCIAL GROUP | THE PINNACLE FINANCIAL GROUP | PROSPECT FINANCIAL SERVICES, LLC | PINNACLE WEALTH STRATEGIES GROUP | PINNACLE FINANCIAL CONSULTANTS | PENSION AND WEALTH CONSULTANTS | NSI GROUP | NORTH STAR WEALTH INVESTORS LLC | NORTH STAR WEALTH INVESTORS | NORTH FORK WEALTH MANAGEMENT | MELANDER WEALTH MANAGEMENT | MCKENNA FINANCIAL PLANNING | MARIO MOLINO AND ASSOCIATES | FLAGSHIP WEALTH MANAGEMENT GROUP | FIA FINANCIAL | COLEMAN INVESTMENT MANAGEMENT | ATLANTIC FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
RIA
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Contact information
Main Address
9 South Long Beach Road, Rockville Centre, NY 11570
Mailing Address
Phone number
(516) 763-9700
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,538 |
| AUM (Assets Under Management) | $ 1,184,198,113 |
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.
Company Information
THE PINNACLE FINANCIAL GROUP
CRD#: 164395Uniondale, NY 11556TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
