JM
JM

Justin Mcdonald

17 Years of Experience
Memphis, TN

Justin Mcdonald is a registered investment advisor at Fisher\smb, based in Memphis, TN, with 17 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
IM Fee
Planning only
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Memphis, TN

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Fisher\smb
December 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2013 - April 2016 · 3 yrs
Wells Fargo Advisors, LLCBroker
April 2013 - April 2016 · 3 yrs
Compak Securities, INC.Broker
November 2003 - May 2013 · 9 yrs 6 mos
Compak Asset Management
March 2003 - May 2013 · 10 yrs 2 mos
Salomon Smith Barney INC.
January 2002 - October 2002 · 9 mos
Salomon Smith Barney INC.Broker
November 2000 - October 2002 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
February 1999 - November 2000 · 1 yr 9 mos
Fortis Investors, INC.Broker
August 1998 - September 1998 · 1 mo
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.
Justin Mcdonald - Financial Advisor | TrueAdvisor