James J. Mcdonald

WISE WEALTH MANAGEMENT

Ft. Lauderdale, FL

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CRD#: 3045506

Professional summary

James Jacob Mcdonald, who also goes by Jake Mcdonald, James J Mcdonald, is a registered financial advisor currently at WISE WEALTH MANAGEMENT, LLC located in Ft. Lauderdale, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Mcdonald | James J 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) - RIA

Click below to view James Jacob 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 25, 2021 - Present

WISE WEALTH MANAGEMENT, LLC

RIA

CRD#: 133614

Ft. Lauderdale, FL

Past

April 2, 2015 - March 27, 2018

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

CRD#: 10250

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".

WISE WEALTH MANAGEMENT, LLC

CRD#: 133614 / SEC#: 801-71367

RIA

Registered Investment Advisory firm - (5/4/2010 Approved)

New York

Registered Investment Advisory firm - (6/9/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/17/2023)

IAR

Texas
(4/1/2022)

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: 3/23/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/30/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/1998

General Securities Representative Examination

Current Firm

WISE WEALTH MANAGEMENT, LLC

CRD#: 133614 / SEC#: 801-71367

RIA

Registered Investment Advisory firm - (5/4/2010 Approved)

New York

Registered Investment Advisory firm - (6/9/2010 Terminated)

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Contact information

Main Address

100 Park Avenue Suite 1600, New York, NY 10017

Mailing Address

Phone number

(212) 567-1416

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (5/8/2025)

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 119,067,121

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.

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Firm Stability Insights

James J. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Jacob Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

KESTRA INVESTMENT SERVICES, LLC

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

CHRISTOPHER STREET FINANCIAL, INC.

Primary Firm SEC Registration

WISE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2021

Series 66

Date: 3/30/2010

Series 63

Date: 5/29/1998

SIE

Date: 3/14/2018

Series 7

Date: 5/15/1998

Current Firm

WISE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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