Jason Morgan Mckenna

Current Employers

The Pinnacle Financial Group

9 South Long Beach Road, Rockville Centre, NY 11570 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-17

NY RA
APPROVED

Since 2021-08-17

Branch Locations

626 Rxr Plaza, Uniondale, NY 11556 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Uniondale	NY	09/2013	Present
The Pinnacle Financial Group	Uniondale	NY	09/2013	Present

09/2013 → Present

Lpl Financial, Llc

Uniondale, NY
09/2013 → Present

The Pinnacle Financial Group

Uniondale, NY

Other Businesses

(1)9/20/13-DBA ONLY/MCKENNA FINANCIAL PLANNING/50%/UNIONDALE,NY (2)01/14/2014- THE PINNACLE FINANCIAL GROUP -REGISTERED INVESTMENT ADVISOR - THE PINNACLE FINANCIAL GROUP - PROVIDE INVESTMENT ADVICE - TIME SPENT 50% UNIONDALE, NY. (3) 11/4/2014 - NON-VARIABLE INSURANCE - 1 HOUR PER MONTH/0 HOURS DURING TRADING - UNIONDALE, NY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-10-23
S63	Uniform Securities Agent State Law Examination	1996-09-06

S65 Uniform Investment Adviser Law Examination

1997-10-23
S63 Uniform Securities Agent State Law Examination

1996-09-06

Designations

Other Names

Jason Mckenna

View on SEC IAPD