John Brian Macdonald

Current Employers

Jmac Financial Planning & Investment Services Pllc

Houston, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-03-06

TX RA
APPROVED

Since 2020-03-06

Branch Locations

Houston, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation Yes
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Jmac Insurance Services Pllc	Houston	TX	06/2012	Present
John Macdonald Cpa Pllc	Houston	TX	06/2012	Present
John B Macdonald Inc	Houston	TX	06/2012	Present
Jmac Financial Planning & Investment Services Pllc	Houston	TX	02/2014	Present

06/2012 → Present

Jmac Insurance Services Pllc

Houston, TX
06/2012 → Present

John Macdonald Cpa Pllc

Houston, TX
06/2012 → Present

John B Macdonald Inc

Houston, TX
02/2014 → Present

Jmac Financial Planning & Investment Services Pllc

Houston, TX

Previous Registrations

2014-03-11 → 2019-12-31

Jmac Financial Planning & Investment Services Pllc

Houston, TX
2004-09-16 → 2007-12-31

John B. Macdonald, Inc.

Houston, TX

Other Businesses

PRINCIPAL OF JOHN MACDONALD CPA PLLC (CPA FIRM) AND JMAC INSURANCE SERVICES PLLC (INSURANCE AGENCY) AT 950 ECHO LN STE 200 HOUSTON TX 77024, SINCE JUNE 2012. 120 HOURS PER MONTH.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-07-25

S63 Uniform Securities Agent State Law Examination

1995-07-25

Designations

Other Names

John Brian Mcdonald

View on SEC IAPD