Jacob Alan Mcdonald

Employer firm

Secure Financial Management CRD 169278

$400M regulatory AUM 584 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 05/2022 → Present
  Wholesalers Insurance Group, Llc
  San Antonio, TX
• 01/2020 → Present
  Secure Financial Managment
  San Antonio, TX
• 07/2019 → 12/2019
  Texas A&M University
  College Station, TX
• 08/2015 → 12/2019
  Texas A&M University
  College Station, TX
• 01/2020 → 08/2022
  St. Andrews United Methodist Church
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-20

Designations

• Certified Financial Planner