Robert Charles Macaulay

Employer firm

Jmac Enterprises LLC CRD 312710

$722M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Yardley, PA
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Yardley, PA
• 03/2018 → Present
  Wells Fargo Advisors Financial Network, Llc
  Newtown, PA
• 03/2021 → Present
  Jmac Enterprises Llc
  Newtown, PA

Previous Registrations

• 2018-03-23 → 2021-04-29
  Wells Fargo Advisors Financial Network, Llc
  Newtown, PA
  Miami Beach, FL
• 2005-09-06 → 2018-03-23
  Wells Fargo Clearing Services, Llc
  Yardley, PA
  Yardley, PA

Other Businesses

INSURANCE SALES; NON-INVESTMENT RELATED; APPX 5 HRS/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-23
• S63 Uniform Securities Agent State Law Examination
  1989-07-13

Designations

• Certified Financial Planner

Other Names

• Rob Macaulay