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JM

Jonathan G. Mcmahon

DAUNTLESS ADVISORY
ANNAPOLIS, MD 21402
CRD#: 8152862
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JM
Jonathan Gregory McmahonDAUNTLESS ADVISORY

Professional summary

Jonathan Gregory Mcmahon is a registered financial advisor currently at DAUNTLESS ADVISORY, LLC located in Annapolis, Maryland.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonathan has worked at 1 firm 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 Jonathan Gregory Mcmahon'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

August 26, 2025 - Present

DAUNTLESS ADVISORY, LLC

Office #1: 43 Upshur Road, Annapolis, MD 21402
RIA
CRD#: 334412
ANNAPOLIS, MD

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
Maryland
(8/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2025
Uniform Investment Adviser Law Examination

Current Firm

DA
DAUNTLESS ADVISORY, LLC
DAUNTLESS ADVISORY, LLC

CRD#: 334412 / SEC#:

California
Registered Investment Advisory firm - (5/29/2025 Approved)
Maryland
Registered Investment Advisory firm - (4/22/2025 Approved)
Texas
Registered Investment Advisory firm - (9/18/2025 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (4/23/2025 Approved)
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Contact information

Main Address
43 Upshur Road, Annapolis, MD 21402
Mailing Address
Phone number
(410) 883-0889
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
0

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

DAUNTLESS ADVISORY, LLC

CRD#: 334412Annapolis, MD 21402

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