Jason Mckenna
Jason Mckenna is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in Uniondale, NY, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
626 Rxr Plaza, Uniondale, NY, 11556
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates under the DBA McKenna Financial Planning and works as a registered investment advisor for The Pinnacle Financial Group, dedicating about half of his time to each. He also engages in non-variable insurance activities, spending minimal time on them.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
Renaissance Financial Securities CORP.Broker
Sterling Foster & Company, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.