John McDonald (CRD# 4346015) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 19 years of experience in the finance industry.
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1272342
Lpl Financial LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sdm, Inc. Dba Jkj Financial Services | Newtown, PA | Feb 2019 - Current | 5 |
| M Holdings Securities, Inc. | Portland, OR | Feb 2019 - Current | 5 |
| Bank Of America, N.a. | Yardley, PA | May 2018 - Feb 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley, PA | Apr 2018 - Feb 2019 | < 1 |
| Unemployed | Yardley, PA | Jan 2018 - Apr 2018 | < 1 |
| Principal Life Insurance Company | Wayne, PA | Aug 2010 - Dec 2017 | 7 |
| Princor Financial Services Corporation | Wayne, PA | Aug 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- NJ
- NY
- PA
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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