JM
Jon D. Mcconahay
SMART MONEY GROUP
Eastland, TX 76448
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CRD#: 6500389
JM
Professional summary
Jon Darrell Mcconahay is a registered financial advisor currently at SMART MONEY GROUP, LLC located in Eastland, Texas and CALTON & ASSOCIATES, INC. located in Eastland, Texas.
Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jon has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Livestock and Horses, Non-Investment Related. Address: 199 Clothesline Rd Shoshoni WY 82649. Nature of business: The Sale of livestock and horses. Position/Title: Owner. Start date with business: 08/01/2015. Hours per month devoted to business during trading hours: 10. Hours per month devoted to business outside trading hours: 40. Duties: Animal husbandry 2) Smart Money Group, Investment Related. Address: 106 S Seaman, Eastland, TX 76448. Nature of Business: RIA. Position/Title: Advisor. Start Date: 05/24/2022. Hours per month devoted to business during trading hours: 200. Hours per month devoted to business outside trading hours: 160. Duties: Financial Advising 3) LJ7 Financial Services, LLC. Investment Related. Address: 199 Clothesline Rd. Shoshoni, WY 82649. Nature of Business: DBA for my business. Position/Title: Officer. Start Date: 01/15/2019. Hours per month devoted to business during trading hours: 200. Hours per month devoted to business outside trading hours: 200. Duties: Management, financial planning, servicing of new clients 4) Putz N Around, LLC. Non-investment related. 199 Clothesline Rd, Shoshoni, WY 82649, Trucking: mainly cattle. Owner/Sole Proprietor. Start date: 10/15/2023. Hours/month: 16. Hours/month during securities trading hours: 8. Transport cattle around the area.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Darrell Mcconahay'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®
NoneExperience
Current
May 11, 2022 - Present
SMART MONEY GROUP, LLC
Office #1: 106 South Seaman, Eastland, TX 76448RIA
CRD#: 284187
Eastland, TX
Current
April 27, 2022 - Present
CALTON & ASSOCIATES, INC.
Office #1: 106 S Seaman St., Eastland, TX 76448RIA
BD
CRD#: 20999
Eastland, TX
Past
November 2, 2018 - April 12, 2022
FBL WEALTH MANAGEMENT, LLC
RIA
CRD#: 291396
West Des Moines, IA
Past
June 29, 2015 - April 12, 2022
FBL MARKETING SERVICES, LLC
BD
CRD#: 5309
Riverton, WY
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".
SM
SMART MONEY GROUP, LLC
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
CRD#: 284187 / SEC#: 801-107979
RIA
Registered Investment Advisory firm - (6/30/2016 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
Arizona(4/27/2022)
RR
Montana(4/27/2022)
IAR
Texas(5/12/2022)
RR
Utah(4/27/2022)
RR
Wyoming(4/27/2022)
IAR
Wyoming(5/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/16/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SM
SMART MONEY GROUP, LLC
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
CRD#: 284187 / SEC#: 801-107979
RIA
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Contact information
Main Address
106 South Seaman, Eastland, TX 76448
Mailing Address
P.o. Box 895, Eastland, TX 76448
Phone number
(254) 629-3866
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,544 |
| AUM (Assets Under Management) | $ 368,881,695 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
