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Current Employers
Jackson Wealth Management, Llc

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-05-04
  • FL RA
    APPROVED
    Since 2016-05-04

Branch Locations

6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Mcdonough Capital Management, Inc.

6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2008-11-14
  • FL RA
    APPROVED
    Since 2008-11-14

Branch Locations

6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • 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
Real Estate Orlando FL 09/2005 Present
Mcdonough Capital Management, Inc. Orlando FL 04/1999 Present
Triad Advisors Inc Orlando FL 11/2011 12/2021
Jackson Wealth Management, Llc Orlando FL 04/2016 Present
Mcdonough Wealth Management Llc Guaynabo PR 12/2019 Present
Altior Capital Management Lp Windermere FL 07/2021 09/2022
  • 09/2005 → Present
    Real Estate
    Orlando, FL
  • 04/1999 → Present
    Orlando, FL
  • 11/2011 → 12/2021
    Triad Advisors Inc
    Orlando, FL
  • 04/2016 → Present
    Orlando, FL
  • 12/2019 → Present
    Mcdonough Wealth Management Llc
    Guaynabo, PR
  • 07/2021 → 09/2022
    Altior Capital Management Lp
    Windermere, FL
Previous Registrations
Other Businesses

1) MCDONOUGH CAPITAL MANAGEMENT(RIA); INVESTMENT-RELATED; ORLANDO, FL; REGISTERED INVESTMENT ADVISOR; PRESIDENT/CCO; 80 HRS/MO; 4 HRS DURING TRADING; INVESTMENT ADVICE, TRADING, MONITORING. 2) RENT 1 HOUSE ; NON INVESTMENT-RELATED; ORLANDO, FL; RENTAL PROPERTY; LANDLORD; 1990; 0.5 HR/MO; 0 HRS DURING TRADING; SIGN LEASES,COLLECT RENT. 3) Jackson Wealth Management; investment-related; Heathrow, FL; wealth management; portfolio management, strategic alliance; 4/1/2016; 0 hrs/mo; 0 hrs during trading; no specific duties at this time. 4) McDonough Capital Management, Inc; investment-related; Orlando,FL; taxes preparation; investment advisor; 1/1/2017; 5 hrs/mo; 0.3 hrs during trading; assist in preparation of client tax returns per engagement, data collection, coordination tax prep. 5) McDonough Capital Management, Inc; investment-related; Orlando, FL; life insurance; insurance agent; 1/1/2000; 3 hrs/mo; 0.5 hrs during trading; offer various forms of life insurance, present life insurance options to clients requesting our assistance in this area, term, fixed and variable insurance 6) McDonough Wealth Management,LLC; investment-related; Guaynabo, PR; registered investment advisor; President; 12/2019; 80 hrs/mo; 4 hrs during trading; acting as sub advisor to McDonough Capital Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-22
S63 Uniform Securities Agent State Law Examination 1987-08-27
  • S65 Uniform Investment Adviser Law Examination
    1998-12-22
  • S63 Uniform Securities Agent State Law Examination
    1987-08-27
Designations
Other Names
  • Edward A Mcdonough

View on SEC IAPD

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