Wesley Jopseh Mcdonough

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

• 06/2014 → 02/2025
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 11/2018 → 02/2025
  John Hancock Investment Management Llc
  Boston, MA
• 08/2017 → 11/2018
  Manulife Asset Management
  Boston, MA
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Lauderdale, FL
• 05/2025 → Present
  Raymond James Financial Services, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2018-11-08 → 2025-02-26
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  Delray Beach, FL
  Miami, FL
• 2017-10-03 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Tempe, AZ
  Boston, MA

Other Businesses

(1)Name of Business: Creative Financial Network Address: 2900 NE 7th Avenue Unit 502, Miami, FL, 33137, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 08/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: writing insurance policies through Creative Financial Network.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-18
• S63 Uniform Securities Agent State Law Examination
  2014-04-21

Other Names

• Wes Mcdonough
• Wesley Joseph Mcdonough