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JM

Jonathon D. Mccoy

MARKET INVESTMENT GROUP
Overland Park, KS 66207
Some features on this profile are disabled
CRD#: 6642663
JM

Professional summary

Jonathon David Mccoy is a registered financial advisor currently at MARKET INVESTMENT GROUP, LLC located in Overland Park, Kansas.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon David Mccoy'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

July 2, 2025 - Present

MARKET INVESTMENT GROUP, LLC

Office #1: 5267 W 95th Street, Overland Park, KS 66207Office #2: 9182 Nw Skyview Ave, Kansas City, MO 64154
RIA
CRD#: 334248
Overland Park, KS
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/15/2016
Uniform Investment Adviser Law Examination

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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARKET INVESTMENT GROUP, LLC FORM ADV BROCHURE (11/6/2025)

Regulatory assets under management

Total Number of Accounts659
AUM (Assets Under Management)$ 126,142,341

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.

Company Information

MARKET INVESTMENT GROUP, LLC

CRD#: 334248Overland Park, KS 66207

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