Jonathan Maxwell Mckinney

Employer firm

Audible Wealth Management CRD 325559

$76.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• BILL PAY SERVICES

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

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

Current Employers

Employment History

• 03/2016 → 08/2020
  Jim Dinardo
  New York, NY
• 05/2008 → 08/2017
  Mckinney Automotive
  Easley, SC
• 03/2016 → 08/2020
  Paul Tortorella
  New York, NY
• 03/2016 → 05/2022
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 08/2016 → 08/2020
  Stephen Schwartz
  New York, NY
• 08/2016 → 08/2020
  Kevin Luchetta
  New York, NY
• 08/2016 → 08/2020
  Michael Schwartz
  New York, NY
• 08/2020 → 05/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2016 → 05/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2022 → 01/2025
  Guardian Life Insurance Company
  New York, NY
• 05/2022 → 12/2024
  Park Avenue Securities
  New York, NY
• 02/2026 → Present
  Arcane Wealth Management Inc.
  Washington, DC
• 01/2025 → Present
  Audible Wealth Management
  Washington, DC

Previous Registrations

• 2022-09-06 → 2025-01-15
  Park Avenue Securities Llc
  New York, NY

Other Businesses

Life Insurance Agent Start Date: 01/2025 Address: Washington, DC Approximately 15-20 hours per month, 8-10 hours per month during trading hours Investment-Related Duties: Independent agent offering life insurance products to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-01
• S63 Uniform Securities Agent State Law Examination
  2016-10-04