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L Connor Robert Macaulay

Jmac Enterprises LLC

Newtown, PA

CRD 6813076

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Employer firm

Jmac Enterprises LLC CRD 312710

$722M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Jmac Enterprises Llc

201 South State St Suite 2A, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-01
  • PA RA
    APPROVED
    Since 2021-07-01

Branch Locations

201 South State St Suite 2A, Newtown, PA 18940 • 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
Wells Fargo Clearing Services, Llc Yardley PA 06/2017 08/2017
Wells Fargo Advisors Financial Network Llc Newtown PA 06/2018 09/2018
Wells Fargo Advisors Financial Network, Llc Newtown PA 06/2019 04/2021
Penn State University State College PA 08/2016 05/2019
Jmac Enterprises, Llc Newton PA 06/2021 Present
  • 06/2017 → 08/2017
    Wells Fargo Clearing Services, Llc
    Yardley, PA
  • 06/2018 → 09/2018
    Wells Fargo Advisors Financial Network Llc
    Newtown, PA
  • 06/2019 → 04/2021
    Wells Fargo Advisors Financial Network, Llc
    Newtown, PA
  • 08/2016 → 05/2019
    Penn State University
    State College, PA
  • 06/2021 → Present
    Jmac Enterprises, Llc
    Newton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01
Other Names
  • L Connor Robert Macaulay
  • Connor Macaulay
  • Connor Robert Macaulay

View on SEC IAPD

Nearby Firms

INSIGHT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

RYAN SCOTT DAVIES
CARLA L. SIMON
JAMES WONG

Nearby Offices

INSIGHT ADVISORS, LLC · NEWTOWN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTOWN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NEWTON, PA

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