Justin E. Mcdonald

FISHER\SMB

Memphis, TN

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CRD#: 3084489

Professional summary

Justin Edward Mcdonald, who also goes by Justin Mcdonald, is a registered financial advisor currently at FISHER\SMB located in Memphis, Tennessee.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Justin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin 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 Justin Edward 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®

None

Experience

Current

December 15, 2025 - Present

FISHER\SMB

RIA

CRD#: 331205

Memphis, TN

Past

April 12, 2013 - April 29, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEWPORT BEACH, CA

Past

April 12, 2013 - April 29, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEWPORT BEACH, CA

Past

November 20, 2003 - May 10, 2013

COMPAK SECURITIES, INC.

CRD#: 125472

NEWPORT BEACH, CA

Past

March 7, 2003 - May 10, 2013

COMPAK ASSET MANAGEMENT

RIA

CRD#: 109930

IRVINE, CA

Past

January 15, 2002 - October 21, 2002

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LOS ANGELES, CA

Past

November 3, 2000 - October 21, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 12, 1999 - November 15, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 12, 1998 - September 3, 1998

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(12/15/2025)

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: 12/11/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

6404 International Parkway Suite 1100, Plano, TX 75093

Mailing Address

Phone number

(888) 674-4504

Established

Firm type

Fiscal year end

# of Employees

133

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/20/2025)

Regulatory assets under management

Total Number of Accounts	1,768
AUM (Assets Under Management)	$ 5,461,349,416

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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Advisor Monitoring

Firm Stability Insights

Justin E. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Edward Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

COMPAK SECURITIES, INC.

COMPAK ASSET MANAGEMENT

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FISHER\SMB

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2025

Series 63

Date: 8/19/1998

SIE

Date: 4/29/2016

Series 7

Date: 4/14/1999

Series 6

Date: 8/10/1998

Current Firm

FISHER\SMB

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FISHER\SMB

TRUST BUT VERIFY

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