John F. Mcdonald

LRI INVESTMENTS

Newtown, PA 18940

Some features on this profile are disabled

CRD#: 4346015

Professional summary

John Francis Mcdonald, who also goes by Jack Mcdonald, John F Mcdonald, John Francis Mcdonald, John Mcdonald, is a registered financial advisor currently at LRI INVESTMENTS located in Newtown, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Newtown, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Mcdonald | John F Mcdonald | John Francis Mcdonald | John 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.

1) SDM INC. DBA JKJ FINANCIAL SERVICES; 109 PHEASANT RUN, NEWTOWN, PA 18940; 01/31/2019; RETIREMENT BENEFIT CONSULTANT; SALES AND SERVICE OF QUALIFIED PLANS; INVESTMENT RELATED; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY/TIPS. 2) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 02/01/2019 start date; 160 hours/month; 160 hours/month during securities trading hours; Duties: Retirement plan services, client meetings and education, servicing of existing clients and onboarding of new clients. 3) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis 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

November 5, 2024 - Present

LRI INVESTMENTS

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 323556

Newtown, PA

Current

February 8, 2019 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 43285

Newtown, PA

Past

February 8, 2019 - July 2, 2025

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

April 20, 2018 - February 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

YARDLEY, PA

Past

April 20, 2018 - February 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

YARDLEY, PA

Past

August 23, 2010 - January 2, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Wayne, PA

Past

August 20, 2010 - January 2, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Wayne, PA

Past

May 21, 2009 - July 6, 2010

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

WAYNE, PA

Past

September 5, 2008 - December 2, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

September 5, 2008 - December 2, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 3, 2004 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PRINCETON, NJ

Past

April 20, 2001 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 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.

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

Florida
(7/9/2020)

Pennsylvania
(2/8/2019)

IAR

Pennsylvania
(11/5/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 323-2265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LRI INVESTMENTS, LLC DISCLOSURE BROCHURE (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,295
AUM (Assets Under Management)	$ 1,404,038,363

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John F. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LRI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2004

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2001

FINRA

Current Firm

LRI INVESTMENTS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LRI INVESTMENTS

TRUST BUT VERIFY

Similar Advisors