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James Jacob Mcdonald

Wise Wealth Management, LLC

New York, NY

Ft. Lauderdale, FL

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Current Employers
Wise Wealth Management, Llc

100 Park Avenue Suite 1600, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-17
TX RA APPROVED 2022-04-01
  • FL RA
    APPROVED
    Since 2023-03-17
  • TX RA
    APPROVED
    Since 2022-04-01

Branch Locations

100 Park Avenue Suite 1600, New York, NY 10017 • United States

Ft. Lauderdale, FL • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Los Angeles CA 03/2015 03/2018
Householder Group Estate & Retirement Specialists Los Angeles CA 03/2015 03/2018
Wise Wealth Management, Llc New York NY 03/2018 Present
  • 03/2015 → 03/2018
    Lpl Financial, Llc
    Los Angeles, CA
  • 03/2015 → 03/2018
    Householder Group Estate & Retirement Specialists
    Los Angeles, CA
  • 03/2018 → Present
    Wise Wealth Management, Llc
    New York, NY
Previous Registrations
  • 2015-04-02 → 2018-03-27
    Householder Group Estate & Retirement Specialists
    Los Angeles, CA
  • 2011-08-02 → 2015-10-07
    Vicus Capital, Inc.
    Los Angeles, CA
  • 2013-09-03 → 2015-03-03
    Cetera Wealth Services, Llc
    Los Angeles, CA
  • 2010-04-14 → 2013-09-03
    Walnut Street Securities, Inc.
    New York, NY
    New York, NY
    Los Angeles, CA
    Phoenixville, PA
    New York, NY
    New York, NY
  • 2002-02-27 → 2003-01-28
    Nathan & Lewis Securities, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-23
S66 Uniform Combined State Law Examination 2010-03-30
S63 Uniform Securities Agent State Law Examination 1998-05-29
  • S65 Uniform Investment Adviser Law Examination
    2021-03-23
  • S66 Uniform Combined State Law Examination
    2010-03-30
  • S63 Uniform Securities Agent State Law Examination
    1998-05-29
Other Names
  • Jake Mcdonald
  • James J Mcdonald

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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