JM
Jonathon D. Mccoy
MARKET INVESTMENT GROUP
Kansas City, MO 64151
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CRD#: 6642663
JM
Professional summary
Jonathon David Mccoy is a registered financial advisor currently at MARKET INVESTMENT GROUP, LLC located in Kansas City, Missouri.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathon has worked at 2 firms and has passed the Series 65 exam.
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) Independent Insurance Agent; Investment-related; Wichita, KS; Independent Insurance Agent offering clients fixed insurance, LTC and annuity solutions; Start date: 04/2015; Approximately 80 hours/month devoted to this business with all hours/month devoted during securities trading hours. (2) Market Advisory Group, LLC; Investment related; Wichita, KS; Insurance producer; Insurance agent; Start date: 04/28/2016; Approximately 80 hours/month devoted to this business with all hours/month devoted during securities trading hours. (3) MAG Holdings Inc.; Investment-related; Wichita, KS; Nature: Domestic Entity, Managing Member of Market Investment Group, LLC; Title/relationship: Partner.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon David Mccoy'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
July 2, 2025 - Present
MARKET INVESTMENT GROUP, LLC
Office #1: 6300 N Revere Ave Suite 230, Kansas City, MO 64151Office #2: 5267 W 95th Street, Overland Park, KS 66207Office #3: 18920 E Valley View Parkway Suite H, Independence, MO 64055RIA
CRD#: 334248
Kansas City, MO
Past
April 28, 2016 - July 2, 2025
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Overland Park, KS
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".
MI
MARKET INVESTMENT GROUP, LLC
MARKET ADVISORY GROUP | MARKET INVESTMENT GROUP, LLC | MARKET ADVISORY GROUP, LLC
CRD#: 334248 / SEC#: 801-132106
RIA
Registered Investment Advisory firm - (3/7/2025 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
Kansas(7/2/2025)
IAR
Missouri(7/2/2025)
IAR
Texas(7/2/2025)
Current Firm
MI
MARKET INVESTMENT GROUP, LLC
MARKET ADVISORY GROUP | MARKET INVESTMENT GROUP, LLC | MARKET ADVISORY GROUP, LLC
CRD#: 334248 / SEC#: 801-132106
RIA
Registered Investment Advisory firm - (3/7/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 East Waterman Street Suite 150, Wichita, KS 67202
Mailing Address
Phone number
(316) 252-8707
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 659 |
| AUM (Assets Under Management) | $ 126,142,341 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
