Eric Jason Mcmahon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2009 → Present
  Raymond James Financial Services, Inc.
  Oakdale, PA
• 08/2013 → 07/2018
  Insurance-Non Variable
  Pittsburgh, PA
• 06/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Oakdale, PA
• 06/2019 → Present
  Canon Mcmillan School District
  Canonsburg, PA

Other Businesses

(1) Name of Business: Integrity Financial Advisors, LLC Address: 2 Union Ave., Oakdale, PA, 15017, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 07/22/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Share in expenses with Client associate and facilities usage

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-23
• S63 Uniform Securities Agent State Law Examination
  1995-01-19