Jason Robert Mcdonald

Current Employers

Employment History

• 08/1994 → Present
  Principal Mutual Life Ins. Co
  Des Monies, IA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Lutherville, MD
• 07/2002 → Present
  Kestra Investment Services, Llc
  Lutherville, MD

Other Businesses

Business Name: UMBC Investment Related: No Address: 1000 Hilltop Circle Baltimore MD 21250 Nature of Business: Other Other/None of the Above Teaching Position, Title or Relationship: Other,Part-time Teaching Position Start Date: 1/19/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: TeachingBusiness Name: Justin Retirement Capital Advisory Investment Related: Yes Address: 2330 West Joppa Road STE 175 Lutherville MD 21093 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: wealth management, financial advisory and retirement plans Start Date: 7/15/2002 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: wealth management, financial advisory and retirement plansBusiness Name: Justin Retirement Services, Inc. Investment Related: Yes Address: 2330 W Joppa Road STE 175 Lutherville MD 21093 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC; Other Other/None of the Above Pass through entity for business operations and compensation Position, Title or Relationship: Pass through entity for business operations and compensation Start Date: 7/15/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pass through entity for business operations and compensationBusiness Name: Rental property Investment Related: No Address: 2367 Boston St Baltimore MD 21224 Nature of Business: Real Estate Position, Title or Relationship: Principal Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Administrative DutiesBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Jason McDonald Investment Related: No Address: 13600 Wight Avenue Ocean City MD 21842 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 5/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-16
• S63 Uniform Securities Agent State Law Examination
  1995-03-30