Jonathan G. Mcmahon

DAUNTLESS ADVISORY

Baltimore, MD

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CRD#: 8152862

Professional summary

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

At a Glance

Always Fiduciary

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

RIA

CRD#: 334412

Baltimore, 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)

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.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 7/29/2025

Uniform Investment Adviser Law Examination

Current Firm

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

Annapolis, MD

Mailing Address

Phone number

(410) 883-0879

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 11,900,000

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.

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Jonathan G. Mcmahon

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gregory Mcmahon's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAUNTLESS ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 7/29/2025

Current Firm

DAUNTLESS ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAUNTLESS ADVISORY, LLC

TRUST BUT VERIFY

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