Daniel McDonough (CRD# 7493325) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 2 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacobi Capital Management, LLC | Pittston, PA | May 2023 - Current | 1 |
| Jacobi Capital Management, LLC | Wilkes Barre, PA | Jan 2022 - Aug 2023 | 1 |
| Self-employed | Lake Ariel, PA | Jan 2021 - Jan 2022 | 1 |
| Inprocess Consulting | Alpharetta, GA | Jun 2014 - Jan 2021 | 6 |
| Steinbeck Equity Investments LLC | Moosic, PA | Dec 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- PA
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Total Assets Under Management1,692MILLIONS
-
Total Number of Accounts5,591ACCOUNTS
-
Average Account Value$302,709
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV
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