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Jacob Alan Mcdonald

Secure Financial Management

San Antonio, TX

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Current Employers
Secure Financial Management

4630 De Zavala Rd, San Antonio, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-20
  • TX RA
    APPROVED
    Since 2020-06-20

Branch Locations

4630 De Zavala Rd, San Antonio, TX 78249 • 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
Wholesalers Insurance Group, Llc San Antonio TX 05/2022 Present
Secure Financial Managment San Antonio TX 01/2020 Present
Texas A&M University College Station TX 07/2019 12/2019
Texas A&M University College Station TX 08/2015 12/2019
St. Andrews United Methodist Church San Antonio TX 01/2020 08/2022
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-20
  • S65 Uniform Investment Adviser Law Examination
    2020-06-20
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

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